Plan Snapshot
- Plan Sponsor: One Source Communications, LLC
- Sponsor EIN: 561673241
- Sponsor Address: 1655 EAST ARLINGTON BLVD, GREENVILLE, NC, 27858
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $10.4M
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 | 206 | $10.4M | $569,651 | $956,839 |
| 2023 | 231 | $8.6M | $578,744 | $930,914 |
| 2022 | 246 | $6.1M | $524,354 | $832,199 |
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 & SMITH | Investment Advisor | $21,953 | $787 | $22,740 |
| ADP, INC. | Recordkeeper | $7,930 | — | $7,930 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,670
- Estimated Expense Ratio: 0.295% 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 | $29,884 | $21,954 | — | — | — |
| 2023 | $21,131 | $16,211 | — | — | — |
| 2022 | $24,113 | — | — | — | — |