# One Diversified, LLC 401(k) Plan
Source: https://planprovider.pro/companies/one-diversified-llc-401k-plan

> One Diversified, LLC's 401(k) plan: 1,811 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wipfli-llp) — 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|—|—|—|—|

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