Plan Snapshot
- Plan Sponsor: Oneoncology, LLC
- Sponsor EIN: 823416811
- Sponsor Address: 424 CHURCH ST., SUITE 2400, NASHVILLE, TN, 37219
- Plan Type: DC
- Total Participants: 7,980
- Total Assets: $584.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 7,980 | $584.7M | $40.7M | $42.3M |
| 2023 | 6,259 | $433.3M | $31.8M | $32.0M |
| 2022 | 3,960 | $261.6M | $20.2M | $19.6M |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | Recordkeeper | $820,790 | — | $820,790 |
| HUB INTERNATIONAL NORTHEAST | Investment Advisor | $382,396 | — | $382,396 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $106,371 | — | $106,371 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — Recordkeeper
- HUB INTERNATIONAL NORTHEAST — Investment Advisor
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,309,557
- Estimated Expense Ratio: 0.224% 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 | $1,313,974 | $386,813 | — | — | — |
| 2023 | $725,059 | $262,933 | — | — | — |
| 2022 | $536,589 | $205,608 | — | — | $330,981 |