Plan Snapshot
- Plan Sponsor: Outcomes One, INC
- Sponsor EIN: 591710804
- Sponsor Address: 5900 LAKE ELLENOR DR SUITE 600, ORLANDO, FL, 328094667
- Plan Type: 401(k)
- Total Participants: 705
- Total Assets: $39.8M
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 | 705 | $39.8M | $1.8M | $4.8M |
| 2023 | 708 | $31.2M | $1.2M | $3.2M |
| 2022 | 447 | $20.8M | $687,169 | $1.8M |
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 |
|---|---|---|---|---|
| PURVIS, GRAY AND COMPANY, LLP | 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 | $115,837 | — | $115,837 | — | — |
| 2023 | $79,242 | — | $79,242 | — | — |
| 2022 | $80,261 | — | $80,261 | — | — |