# Onesource Leasing Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/onesource-leasing-solutions-inc-401k-plan

> Onesource Leasing Solutions, INC.'s 401(k) plan: 544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Onesource Leasing Solutions, INC.

- **Sponsor EIN:** 233026303

- **Sponsor Address:** 1124 HIGHWAY 315, WILKES BARRE, PA, 18702

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

- **Total Participants:** 544

- **Total Assets:** $13.7M

## 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|544|$13.7M|$686,105|$1.3M|

| 2023|523|$15.8M|$703,630|$1.3M|

| 2022|437|$13.1M|$562,897|$1.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$77,355|—|$77,355|

| MERRILL LYNCH|INVESTMENT ADVISOR|$29,602|—|$29,602|

| N.A. FALCONE & ASSOCIATES INC.|CONTRACT ADMIN|$5,570|$12,730|$18,300|

| EMPOWER ADVISORY GROUP|INVESTMENT MANAGEMENT|$13,394|—|$13,394|

| KRONICK, KALADA, BERDY & CO., P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

- [KRONICK, KALADA, BERDY & CO., P.C.](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $138,651

- **Estimated Expense Ratio:** 1.011% 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|$125,921|$120,351|$5,570|—|—|

| 2023|$120,151|$115,386|$4,765|—|—|

| 2022|$116,561|—|$116,561|—|—|

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