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Original filing (PDF)20251015085251NAL0002128387001
ONEX CREDIT PARTNERS, LLC
Form 5500
FILING_RECEIVED
ONEX RETIREMENT SAVINGS PLAN (U.S.)
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
136
Accounts w/ balance
227
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONEX CREDIT PARTNERS, LLC.
Plan sponsor
Name
ONEX CREDIT PARTNERS, LLC
EIN
20-3774005
Address
930 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ · 07632
Phone
(201) 541-2125
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $48K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
23 direct securities · 6 pooled funds· $27.5M(100% of reported assets)
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.
Uncategorized
$26.0M
23 holdings
Common Collective Trust
$1.5M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $4.5M | 16.2% | |
| Fidelity Blue Chip Growth K6 fund Mutual Fund | — | — | — | $3.0M | 10.9% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $2.6M | 9.6% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $2.3M | 8.5% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $2.3M | 8.3% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $1.9M | 6.7% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $1.6M | 6.0% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $1.3M | 4.7% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $1.1M | 4.1% | |
| Brokerage link account Self-Directed Brokerage Account | — | — | — | $1.1M | 4.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $884K | 3.2% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | — | — | — | $683K | 2.5% | |
| Fidelity Balanced Fund Class K Mutual Fund | — | — | — | $673K | 2.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $576K | 2.1% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $560K | 2.0% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $443K | 1.6% | |
| Institutional Premium * Fidelity International Index Fund Mutual Fund | — | — | — | $382K | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $373K | 1.4% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $293K | 1.1% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $205K | 0.7% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $191K | 0.7% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $128K | 0.5% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $93K | 0.3% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $91K | 0.3% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $53K | 0.2% | |
| JPMorgan Government Bond Fund Class R6 Mutual Fund | — | — | — | $38K | 0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $30K | 0.1% | |
| Fidelity Total Bond K6 Fund Mutual Fund | — | — | — | $23K | <0.1% | |
| Fidelity Limited Term Bond Fund Mutual Fund | — | — | — | $13K | <0.1% |
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