# Onesmile, LLC 401(k) Plan
Source: https://planprovider.pro/companies/onesmile-llc-401k-plan

> Onesmile, LLC's 401(k) plan: 6,708 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Onesmile, LLC

- **Sponsor EIN:** 473808383

- **Sponsor Address:** 675 ANTON BLVD., COSTA MESA, CA, 92626

- **Plan Type:** 401(k)

- **Total Participants:** 6,708

- **Total Assets:** $348.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|6,708|$348.7M|$0|$31.5M|

| 2023|6,092|$304.5M|$262,072|$30.1M|

| 2022|6,458|$251.4M|$3.2M|$29.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$442,310|—|$442,310|

| SAGEVIEW ADVISORY GR|CONSULTANT|$60,000|—|$60,000|

| WRIGHT FORD YOUNG & CO.|ACCOUNTANT|$24,500|—|$24,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW ADVISORY GR](https://planprovider.pro/provider/sageview-advisory-group) — CONSULTANT

- [WRIGHT FORD YOUNG & CO.](https://planprovider.pro/provider/wright-ford-young-and-co) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $526,810

- **Estimated Expense Ratio:** 0.151% 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|$526,243|—|$300|$24,500|—|

| 2023|$563,790|—|$600|$26,000|—|

| 2022|$346,054|—|—|—|—|

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