Plan Snapshot
- Plan Sponsor: Ons Mso, LLC
- Sponsor EIN: 841758967
- Sponsor Address: 5 HIGH RIDGE PARK, 2ND FLOOR, STAMFORD, CT, 06905
- Plan Type: 401(k)
- Total Participants: 1,941
- Total Assets: $133.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,941 | $133.1M | $3.3M | $9.4M |
| 2023 | 1,230 | $105.2M | $2.5M | $7.5M |
| 2022 | 688 | $54.5M | $1.5M | $4.1M |
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 |
|---|---|---|---|---|
| WILKIN & GUTTENPLAN, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKIN & GUTTENPLAN, 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 | $154,238 | $26,048 | — | — | — |
| 2023 | $51,009 | $9,728 | — | — | — |
| 2022 | $82,116 | $3,309 | — | — | — |