Plan Snapshot
- Plan Sponsor: One Source Technology, L.L.C.
- Sponsor EIN: 364559418
- Sponsor Address: 1111 SUPERIOR AVE STE 2200, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $10.7M
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 | 204 | $10.7M | $253,552 | $1.3M |
| 2023 | 202 | $7.9M | $220,713 | $1.2M |
| 2022 | 194 | $6.3M | $168,375 | $1.2M |
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 |
|---|---|---|---|---|
| HOBE & LUCAS CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $85,409 | $17,338 | — | — | — |
| 2023 | $61,774 | $12,869 | — | — | — |
| 2022 | $63,670 | — | — | — | — |