# Outcomes One, INC 401(k) Plan
Source: https://planprovider.pro/companies/transaction-data-systems-inc-401k-plan

> Outcomes One, INC's 401(k) plan: 705 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$115,836|—|$115,836|

| MAI CAPITAL MANAGEMENT, LLC|INVESTMENT ADVISORY|—|$51,254|$51,254|

| 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:** $167,090

- **Estimated Expense Ratio:** 0.420% 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|$115,837|—|$115,837|—|—|

| 2023|$79,242|—|$79,242|—|—|

| 2022|$80,261|—|$80,261|—|—|

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