Plan Snapshot
- Plan Sponsor: Onestream Software LLC
- Sponsor EIN: 461406778
- Sponsor Address: 191 N CHESTER STREET, BIRMINGHAM, MI, 48009
- Plan Type: 401(k)
- Total Participants: 1,119
- Total Assets: $106.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,119 | $106.3M | $4.5M | $15.4M |
| 2023 | 929 | $76.9M | $3.4M | $13.2M |
| 2022 | 882 | $51.6M | $2.5M | $11.7M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $155,130 | $54,204 | $300 | — | — |
| 2023 | $111,913 | $36,211 | — | — | — |
| 2022 | $157,431 | — | — | — | — |