Plan Snapshot
- Plan Sponsor: The One Group, LLC
- Sponsor EIN: 202110342
- Sponsor Address: 1624 MARKET ST., DENVER, CO, 80202
- Plan Type: DC
- Total Participants: 3,386
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3,386 | $9.8M | $0 | $3.0M |
| 2023 | 3,355 | $7.2M | $0 | $2.7M |
| 2022 | 3,340 | $4.1M | $0 | $2.2M |
| 2019 | 906 | $1.3M | $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 |
|---|---|---|---|---|
| COULTER & JUSTUS | Auditor | — | — | $0 |
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 | $320,686 | — | $218,823 | — | — |
| 2023 | $213,435 | — | $169,821 | — | — |
| 2022 | $135,458 | — | $135,458 | — | — |
| 2019 | $38,420 | — | $38,420 | — | — |