Onecompass Holdings Employee Stock Ownership Plan
Sponsored by Onecompass Holdings · EIN 311584793 · Plan #002
- Total assets
- $128M
- Net assets
- $113M
- Active participants
- 374
- With balances
- 470
Plan year beginning 01/01/2024 · Stock bonus
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 |
|---|---|---|
| Commonwealth Financial | Trustee (institutional) | $983 |
| Pnc Bank | Valuation | $266 |