AUMdb

Onerorx, Inc. 401(k) Plan

Sponsored by Onerorx, Inc. · EIN 262347195 · Plan #002

Total assets
$18.4M
Net assets
$18.4M
Active participants
641
With balances
587

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $96,527
Assurance Dimensions Accounting, Other fees $0
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0