Plan Snapshot
- Plan Sponsor: Oneblood, INC.
- Sponsor EIN: 593145469
- Sponsor Address: 10100 DR MARTIN LUTHER KING JR ST N, ST. PETERSBURG, FL, 337163806
- Plan Type: 403(b)
- Total Participants: 2,641
- Total Assets: $160.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,641 | $160.3M | $6.7M | $9.5M |
| 2023 | 2,592 | $141.8M | $7.9M | $8.9M |
| 2022 | 2,510 | $118.0M | $8.0M | $9.0M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $300,090 | — | $300,090 |
| MERCER INVESTMENT MANAGEMENT | CONSULTANT | $35,000 | — | $35,000 |
| RSM US LLP | ACCOUNTING | $21,000 | — | $21,000 |
| MORNINGSTAR | SERVICE PROVIDER | $8,863 | — | $8,863 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- RSM US LLP — ACCOUNTING
- MORNINGSTAR — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $364,953
- Estimated Expense Ratio: 0.228% 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 | $365,941 | $43,863 | $301,078 | $21,000 | — |
| 2023 | $297,832 | $42,429 | $255,403 | — | — |
| 2022 | $290,884 | $35,000 | $255,884 | — | — |