# Ons Mso, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ons-mso-llc-401k-plan

> Ons Mso, LLC's 401(k) plan: 1,941 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SECURITIES AMERICA INC.|INVESTMENT ADVISORY|$94,595|—|$94,595|

| OSAIC WEALTH, INC.|BROKER|$61,908|—|$61,908|

| WILKIN GUTTENPLAN|ACCOUNTANT/AUDITOR|$28,850|—|$28,850|

| STRATEGIC ADVISORS, INC.|ADVISOR|$26,048|—|$26,048|

### Verified Provider Profiles

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

- [OSAIC WEALTH, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — BROKER

- [WILKIN GUTTENPLAN](https://planprovider.pro/provider/wilkin-and-guttenplan-pc) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $211,401

- **Estimated Expense Ratio:** 0.159% 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|$154,238|$26,048|—|—|—|

| 2023|$51,009|$9,728|—|—|—|

| 2022|$82,116|$3,309|—|—|—|

## Similar Plans

- [Moses/Weitzman Health System, INC](https://planprovider.pro/companies/moses-weitzman-health-system-inc-403b-plan) — 1,263 participants

- [Nuvance Health](https://planprovider.pro/companies/nuvance-health-403b-plan) — 2,628 participants

- [Physicians For Women'S Health, LLC](https://planprovider.pro/companies/physicians-for-women-s-health-llc-plan-001) — 1,210 participants

- [Visionary Eye Care Partners](https://planprovider.pro/companies/visionary-eye-care-partners-401k-plan) — 866 participants

- [Starling Physicians, P.C.](https://planprovider.pro/companies/starling-p-c-401k-plan) — 822 participants

- [Connecticut Orthopaedic Specialists P.C.](https://planprovider.pro/companies/connecticut-orthopaedic-specialists-p-c-plan-002) — 648 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ons-mso-llc-401k-plan)

© 2026 PlanProvider.Pro