Plan Snapshot
- Plan Sponsor: One, INC.
- Sponsor EIN: 800146791
- Sponsor Address: 620 COOLIDGE DRIVE, SUITE 200, FOLSOM, CA, 95630
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $16.2M
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 | 438 | $16.2M | $917,739 | $3.3M |
| 2023 | 378 | $11.1M | $581,248 | $2.6M |
| 2022 | 240 | $7.1M | $454,585 | $1.8M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $69,572 | — | $69,572 |
| ARMANINO LLP | Auditor | $11,759 | — | $11,759 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,331
- Estimated Expense Ratio: 0.502% 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 | $33,778 | $7,984 | $14,035 | $11,759 | — |
| 2023 | $11,740 | — | $11,740 | — | — |
| 2022 | $10,843 | — | $10,843 | — | — |