Plan Snapshot
- Plan Sponsor: Onesource Holdings, LLC
- Sponsor EIN: 132598740
- Sponsor Address: 14141 SOUTHWEST FREEWAY, SUGARLAND, TX, 77478
- Plan Type: DB
- Total Participants: 5
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5 | $5.6M | $80,177 | $0 |
| 2023 | 7 | $6.3M | $0 | $0 |
| 2022 | 8 | $6.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — 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 | $236,272 | $20,443 | $92,600 | — | — |
| 2023 | $232,544 | $21,550 | $92,250 | — | — |
| 2022 | $211,707 | $9,736 | $86,571 | — | $29,725 |