Plan Snapshot
- Plan Sponsor: Oneshield, INC.
- Sponsor EIN: 046897296
- Sponsor Address: 62 FOREST STREET SUITE #200, MARLBOROUGH, MA, 01752
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $24.0M
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 | 105 | $24.0M | $700,387 | $1.5M |
| 2023 | 116 | $22.5M | $654,426 | $1.5M |
| 2022 | 105 | $19.3M | $490,535 | $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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $64,017 | $51,311 | — | — | — |
| 2023 | $54,635 | $37,527 | — | — | — |
| 2022 | $44,464 | $35,873 | $8,591 | — | — |