Onesource Retirement Savings Plan
Sponsored by Onesource Leasing Solutions, Inc. · EIN 233026303 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 544
- With balances
- 262
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $77,355 |
| Merrill Lynch | Investment advisory (plan) | $29,602 |
| Empower Advisory Group | Investment management | $13,394 |
| N.A. Falcone & Associates Inc. | Contract administrator | $5,570 |