Plan Snapshot
- Plan Sponsor: Onesource Business Solutions, LLC
- Sponsor EIN: 582326638
- Sponsor Address: 102 MARY ALICE PARK RD., SUITE 701, CUMMING, GA, 300404701
- Plan Type: 401(k)
- Total Participants: 812
- Total Assets: $48.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 812 | $48.1M | $1.6M | $3.3M |
| 2023 | 772 | $40.2M | $1.4M | $3.3M |
| 2022 | 645 | $31.3M | $1.1M | $2.7M |
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 |
|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS, LLC | NONE | $36,409 | — | $36,409 |
| MILLER & MARTIN PLLC | NONE | $22,943 | — | $22,943 |
| WARREN AVERETT LLC | NONE | $22,000 | — | $22,000 |
| TRANSAMERICA RETIREMENT SOLUTIONS | NONE | $12,965 | — | $12,965 |
| JOHN HANCOCK | NONE | $6,186 | — | $6,186 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER & MARTIN PLLC — NONE
- WARREN AVERETT LLC — NONE
- TRANSAMERICA RETIREMENT SOLUTIONS — NONE
- JOHN HANCOCK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,503
- Estimated Expense Ratio: 0.209% 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 | $137,650 | — | $36,409 | $22,000 | — |
| 2023 | $83,051 | — | $38,345 | $22,000 | — |
| 2022 | $108,628 | — | $76,121 | — | $32,507 |