Plan Snapshot
- Plan Sponsor: Onecompass Holdings
- Sponsor EIN: 311584793
- Sponsor Address: 5025 BRADENTON AVE., DUBLIN, OH, 43017
- Plan Type: DC
- Total Participants: 374
- Total Assets: $128.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 374 | $128.2M | $4.2M | $0 |
| 2023 | 276 | $86.6M | $2.3M | $0 |
| 2022 | 260 | $61.5M | $1.4M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHEIDER DOWNS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHEIDER DOWNS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,249 | $983 | — | — | — |
| 2023 | $5,779 | $4,929 | — | — | — |
| 2022 | $22,074 | — | — | — | $22,074 |