One Diversified, LLC 401(K) Plan — Form 5500 plan (One Diversified, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, One Diversified, LLC 401(K) Plan is a benefit plan reported by One Diversified, LLC under EIN 42-1617340 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,843 participants and $105,847,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- One Diversified, LLC
- EIN
- 42-1617340
- Plan number
- 001
- Plan type
- 2
- Location
- Kenilworth, NJ
- Latest filing year
- 2023
- Participants
- 2,843
- End-of-year plan assets
- $105,847,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,843 | H, C | 20241015150912NAL0058337426001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,847,800
- Total liabilities (EOY)
- $2,095
- Net assets (EOY)
- $105,845,705
- Net assets (BOY)
- $99,985,205
Income & contributions
- Employer contributions
- $1,463,543
- Participant contributions
- $10,169,895
- Total contributions
- $12,414,417
- Total income / additions
- $27,768,178
Expenses & distributions
- Benefits paid
- $21,480,451
- Administrative expenses
- $312,629
- Total expenses
- $21,907,678
- Net increase / (decrease)
- $5,860,500
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $443,554 | 2023 |
| Adp, Inc. | RECORDKEEPER | $282,105 | $0 | 2023 |
| Wipfli | ACCOUNTANT | $20,000 | not reported in the loaded dataset | 2023 |
| Robinson & Cole Llp | ATTORNEY | $7,380 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $3,144 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for One Diversified, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Kenilworth, NJ
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Wipfli — Schedule C compensation
- Robinson & Cole Llp — Schedule C compensation
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation