Plan Snapshot
- Plan Sponsor: One Diversified, LLC
- Sponsor EIN: 421617340
- Sponsor Address: 37 MARKET ST, KENILWORTH, NJ, 07033
- Plan Type: 401(k)
- Total Participants: 1,811
- Total Assets: $128.2M
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 | 1,811 | $128.2M | $3.3M | $11.4M |
| 2023 | 1,778 | $105.8M | $1.5M | $10.2M |
| 2022 | 1,728 | $100.0M | $1.2M | $9.9M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $34,384 | — | $34,384 |
| WIPFLI | ACCOUNTANT | $20,118 | — | $20,118 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,502
- Estimated Expense Ratio: 0.043% 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 | $56,073 | — | — | $20,118 | — |
| 2023 | $312,629 | — | — | $20,000 | — |
| 2022 | $240,977 | — | — | — | — |