Plan Snapshot
- Plan Sponsor: Onerorx, INC.
- Sponsor EIN: 262347195
- Sponsor Address: 2929 WESTOWN PKWY #100, WEST DES MOINES, IA, 502661319
- Plan Type: 401(k)
- Total Participants: 641
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 641 | $18.4M | $456,277 | $1.6M |
| 2023 | 556 | $17.2M | $367,543 | $1.4M |
| 2022 | 456 | $8.6M | $351,776 | $753,914 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $96,527 | — | $96,527 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | — | $22,500 | $22,500 |
| ASSURANCE DIMENSIONS | Auditor | — | $7,500 | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,527
- Estimated Expense Ratio: 0.687% of plan assets
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 | $96,528 | — | $96,528 | — | — |
| 2023 | $108,649 | $15,973 | $91,179 | $1,497 | — |
| 2022 | $47,593 | — | $47,593 | — | — |