How big is One Source Preferred, Inc.'s plan?

One Source Preferred, Inc.'s plan reported $5.2M in assets and 31 participants for 2024.

Original filing (PDF)20250714084820NAL0000799937001

One Source Preferred, Inc.

Name: One Source Preferred, Inc. — One Source Preferred, Form 5500 (2024)
Creator: One Source Preferred, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

One Source Preferred 401(k) Plan

401(k) retirement plan · One Source Preferred, Inc.'s One Source Preferred 401(k) Plan held $5.2M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Lauren BERK signed One Source Preferred, Inc.'s 2024 Form 5500 as plan administrator.

Lauren BERK — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

One Source Preferred, Inc.'s EIN is 04-3363462.

EIN 04-3363462

Plan number 001

Plan year 2024

ACK ID 20250714084820NAL0000799937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for One Source Preferred, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

One Source Preferred, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONE SOURCE PREFERRED, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score