Plan Snapshot
- Plan Sponsor: Onegoal
- Sponsor EIN: 562369898
- Sponsor Address: 17 N STATE ST STE 1890, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 290
- Total Assets: $18.1M
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. |
|---|---|---|---|---|
| 2025 | 290 | $18.1M | $0 | $0 |
| 2024 | 219 | $14.6M | $673,260 | $1.8M |
| 2023 | 219 | $11.8M | $593,095 | $1.5M |
| 2022 | 194 | $8.7M | $496,261 | $1.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $38,760 | — | $38,760 |
| MMA SECURITIES LLC | Investment Advisor | $29,994 | $6 | $30,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,760
- Estimated Expense Ratio: 0.379% 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 |
|---|---|---|---|---|---|
| 2025 | $1,917,766 | $29,994 | $38,760 | — | — |
| 2024 | $59,585 | $29,994 | $29,591 | — | — |
| 2023 | $54,526 | $29,994 | $24,532 | — | — |
| 2022 | $52,088 | $27,870 | $24,218 | — | — |