AUMdb

Onesource Business Solutions, Llc Retirement Savings Plan

Sponsored by Onesource Business Solutions, Llc · EIN 582326638 · Plan #001

Total assets
$48.1M
Net assets
$48.1M
Active participants
812
With balances
582

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Florida Retirement Consultants, Llc Claims processing, Contract administrator, Participant loan processing $36,409
Miller & Martin Pllc Legal $22,943
Warren Averett Llc Accounting $22,000
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $12,965
John Hancock Recordkeeping, Investment management, Shareholder servicing fees $6,186