Plan Snapshot
- Plan Sponsor: One Call Concepts, INC.
- Sponsor EIN: 521273782
- Sponsor Address: 7223 PARKWAY DRIVE, SUITE 201, HANOVER, MD, 210761391
- Plan Type: 401(k)
- Total Participants: 383
- Total Assets: $24.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 383 | $24.5M | $573,883 | $1.2M |
| 2023 | 403 | $20.8M | $529,182 | $1.1M |
| 2022 | 405 | $16.6M | $484,954 | $1.0M |
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 |
|---|---|---|---|---|
| AMERICAN TRUST COMPANY | CONTRACT ADMIN | $27,107 | — | $27,107 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,107
- Estimated Expense Ratio: 0.111% 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 | $27,107 | — | — | — | — |
| 2023 | $23,681 | — | $23,681 | — | — |
| 2022 | $24,646 | — | $24,646 | — | — |