Randall Stuart signed Administrative Onesource, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Administrative Onesource, LLC's EIN is 20-0714959.
Download the official 2024 Form 5500 (PDF) for Administrative Onesource, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Administrative Onesource, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORDKEEPER | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYESS & ASSOCIATES A CORP OF CPAS | 72-1227981 | — | AUDIT | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Insurance Co. Transamerica Stable Value Account | Stable Value | — | — | $2.6M | 11.9% | |
| TRANSAMERICA LG 2035 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $2.1M | 9.3% | |
| GOLDMAN SACHS TECH OPP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 265 | Pooled Separate Account | — | — | $1.4M | 6.1% | |
| FRANKLIN BIOTECH DISCOVERY INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 110 | Pooled Separate Account | — | — | $1.3M | 6.0% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $1.3M | 5.9% | |
| TEMPLETON FOREIGN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 106 | Pooled Separate Account | — | — | $1.1M | 5.1% | |
| AMERICAN FDS GR FD OF AMER INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 147 | Pooled Separate Account | — | — | $1.0M | 4.7% | |
| INVESCO SMALL CAP GR INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 114 | Pooled Separate Account | — | — | $861K | 3.9% | |
| TRANSAMERICA PRTNR STCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $815K | 3.7% | |
| AMERICAN FDS WA MTL INVS INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 140 | Pooled Separate Account | — | — | $740K | 3.4% | |
| TRANSAMERICA LG 2050 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $693K | 3.1% | |
| AEGON BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 310 | Pooled Separate Account | — | — | $639K | 2.9% | |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 663 | Pooled Separate Account | — | — | $611K | 2.8% | |
| WMC DISCIPLINED US GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 307 | Pooled Separate Account | — | — | $595K | 2.7% | |
| ALLSPRING PRECIOUS METALS RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $528K | 2.4% | |
| INVESCO VAL OPP INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 120 | Pooled Separate Account | — | — | $524K | 2.4% | |
| INVESCO GLBL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 035 | Pooled Separate Account | — | — | $510K | 2.3% | |
| TRANSAMERICA LG 2060 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $477K | 2.2% | |
| STATE ST RUSS SM CP VAL IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $461K | 2.1% | |
| JANUS HENDERSON ENTERPRISE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 647 | Pooled Separate Account | — | — | $444K | 2.0% | |
| LOOMIS SAYLES BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 107 | Pooled Separate Account | — | — | $404K | 1.8% | |
| TRANSAMERICA LG 2025 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $402K | 1.8% | |
| TRANS PARTNERS HI YIELD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 102 | Pooled Separate Account | — | — | $390K | 1.8% | |
| TRANSAMERICA LG 2030 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $294K | 1.3% | |
| TRANSAMERICA PARTNERS MD VL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 495 | Pooled Separate Account | — | — | $287K | 1.3% | |
| TRANSAMERICA LG 2040 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $269K | 1.2% | |
| Participant Loans Various maturity dates with rates from | Participant loans | — | — | $242K | 1.1% | |
| STATE STREET U.S. BD IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $163K | 0.7% | |
| WMC CORE EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 309 | Pooled Separate Account | — | — | $161K | 0.7% | |
| NUVEEN REAL ESTATE SEC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 083 | Pooled Separate Account | — | — | $152K | 0.7% | |
| TRANSAMERICA LG 2045 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $149K | 0.7% | |
| TRANSAMERICA LG 2055 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $138K | 0.6% | |
| NEUBERGER BERMAN SCLLY RSPNSV RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 337 | Pooled Separate Account | — | — | $131K | 0.6% | |
| Transamerica Financial Life Insurance Co. Pioneer Equity Income | Common Stocks | — | — | $103K | 0.5% | |
| PIONEER EQ INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 670 | Pooled Separate Account | — | — | $103K | 0.5% | |
| TRANSAMERICA LG RET BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
