# One Call Concepts, INC. 401(k) Plan
Source: https://planprovider.pro/companies/one-call-concepts-inc-401k-plan

> One Call Concepts, INC.'s 401(k) plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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