Plan Snapshot
- Plan Sponsor: Onesource Employer Services, INC.
- Sponsor EIN: 861017035
- Sponsor Address: 9875 S. PRIEST DR., STE 104, PHOENIX, AZ, 85284
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $6.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $6.1M | $108,912 | $336,619 |
| 2023 | 144 | $7.7M | $259,567 | $582,190 |
| 2022 | 150 | $8.2M | $308,147 | $683,167 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN PLC | Auditor | — | — | $0 |
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 | $28,402 | $1,542 | $26,860 | — | — |
| 2023 | $3,972 | — | $3,972 | — | — |
| 2022 | $2,638 | — | $2,638 | — | — |