What public Form 5500 filings show about the Oneplan Portfolio Solutions, LLC 401(k) plan — and how to find and check your own account.
Oneplan Portfolio Solutions, LLC (EIN 93-2251223) reports ONEPLAN PORTFOLIO SOLUTIONS, LLC 401(K) PLAN on its most recent Form 5500, with $2.5M in plan assets across 36 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Oneplan Portfolio Solutions, LLC filing — schedules, fees, and providers.
Oneplan Portfolio Solutions, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Oneplan Portfolio Solutions, LLCHR for the recordkeeper’s name and login.
