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Original filing (PDF)20251015150846NAL0005248081001
ONE CALL CORPORATION
Form 5500
FILING_RECEIVED
ONE CALL COMBINED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,929
Accounts w/ balance
2,498
Plan assets (EOY)
$97.7M
Net assets (EOY)
$97.7M
How this plan invests
This plan
1 pooled trust
Schedule D
47 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — 134% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONE CALL CORPORATION.
Plan sponsor
Name
ONE CALL CORPORATION
EIN
22-3218521
Address
841 PRUDENTIAL DRIVE · SUITE 204 · JACKSONVILLE, FL · 32207
Phone
(904) 997-7218
Industry
Health Care & Social Assistancesee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $290K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERSON FINANCIAL PARTNERS | 56-2325169 | — | CONSULTANT | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | — | MIAMI, FL | OTHER | $35K | — |
Investments
45 direct securities · 1 pooled fund· $190.3M(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
$171.0M
44 holdings
Mutual Funds
$14.1M
1 holding
Common Collective Trust
$5.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Loomis Core Plus Bond | Mutual Funds | — | — | $14.1M | 14.5% | |
| LOOMIS SAYLES CR PLUS BD A GM MUTUAL FUNDS | — | — | $14.9M | $13.5M | 13.8% | |
| Templeton Global Bond Fund | — | — | — | $12.8M | 13.1% | |
| FIDELITY ADVISOR TOTAL BD I GM MUTUAL FUNDS | — | — | $12.6M | $12.6M | 12.9% | |
| American Funds EuroPacific Growth Fund | — | — | — | $11.8M | 12.1% | |
| Blackrock S&P 500 Index Fund | — | — | — | $10.8M | 11.1% | |
| AMERICAN EUROPACIF GR FD R3 GM MUTUAL FUNDS | — | — | $10.9M | $10.7M | 11.0% | |
| Oakmark Fund | — | — | — | $8.6M | 8.9% | |
| OAKMARK FUND CL R6 GM MUTUAL FUNDS | — | — | $7.2M | $8.0M | 8.2% | |
| MFS Massachusetts Investors Growth Stock Fund | — | — | — | $6.4M | 6.6% | |
| MFS Mid Cap Value Fund | — | — | — | $6.2M | 6.4% | |
| ISHARES S&P 500 INDEX FD INSTL MUTUAL FUNDS | — | — | $4.1M | $6.1M | 6.2% | |
| MASS INV GRTH STK FD CL A GM MUTUAL FUNDS | — | — | $4.9M | $5.9M | 6.0% | |
| MFS MID CAP VALUE FD CL A GM MUTUAL FUNDS | — | — | $4.9M | $5.7M | 5.9% | |
| MORLEY STABLE VALUE FUND 55 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5.2M | 5.3% | |
| Janus Enterprise Fund | — | — | — | $5.1M | 5.2% | |
| Blackrock Emerging Markets Opportunities Fund | — | — | — | $5.0M | 5.2% | |
| ISHARES S&P 500 INDEX INSTL GM MUTUAL FUNDS | — | — | $2.9M | $4.7M | 4.9% | |
| BLACKROCK EMERGING MRKTS A GM MUTUAL FUNDS | — | — | $5.2M | $4.6M | 4.7% | |
| JANUS HENDERSON ENTERPRISE GM MUTUAL FUNDS | — | — | $4.0M | $4.2M | 4.3% | |
| Clearbridge Small Cap Growth Fund | — | — | — | $4.2M | 4.3% | |
| CLEARBRIDGE SMALL CAP GRT A GM MUTUAL FUNDS | — | — | $3.9M | $3.8M | 3.9% | |
| MORLEY STABLE VAL FD 55 COMMON / COLLECTIVE TRUSTS | — | — | $3.1M | $3.3M | 3.4% | |
| LOAN FUND LOANS | — | — | $2.3M | $2.3M | 2.4% | |
| Victory Sycamore Small Company Opportunity Fund | — | — | — | $2.1M | 2.2% | |
| MORLEY STABLE VAL FD 55 GM COMMON / COLLECTIVE TRUSTS | — | — | $1.8M | $1.9M | 2.0% | |
| VICTORY SYCAMORE SML COMP A GM MUTUAL FUNDS | — | — | $1.9M | $1.9M | 1.9% | |
| AMERICAN EUROPACIFIC GR FD R3 MUTUAL FUNDS | — | — | $1.2M | $1.1M | 1.2% | |
| JANUS HENDERSON ENTERPRISE A MUTUAL FUNDS | — | — | $866K | $909K | 0.9% | |
| Clearbridge Appreciation Fund | — | — | — | $856K | 0.9% | |
| LOOMIS SAYLES CORE PLUS BOND A MUTUAL FUNDS | — | — | $744K | $688K | 0.7% | |
| OAKMARK FUND CL R6 MUTUAL FUNDS | — | — | $605K | $668K | 0.7% | |
| Columbia Midcap Index Fund | — | — | — | $647K | 0.7% | |
| Columbia Small Cap Index Fund | — | — | — | $595K | 0.6% | |
| MFS MA INVEST GROWTH STK FD A MUTUAL FUNDS | — | — | $472K | $543K | 0.6% | |
| MFS MID CAP VALUE FD CL A MUTUAL FUNDS | — | — | $444K | $502K | 0.5% | |
| BLACKROCK EMERGING MRKTS FD A MUTUAL FUNDS | — | — | $509K | $461K | 0.5% | |
| PIMCO Income Fund | — | — | — | $448K | 0.5% | |
| CLEARBRIDGE SMALL CAP GRTH A MUTUAL FUNDS | — | — | $434K | $411K | 0.4% | |
| VICTORY SYCAMORE SMALL COMP A MUTUAL FUNDS | — | — | $225K | $228K | 0.2% | |
| FIDELITY ADVISOR TOTAL BOND I MUTUAL FUNDS | — | — | $199K | $199K | 0.2% | |
| PIMCO Real Return Bond Fund | — | — | — | $156K | 0.2% | |
| Bank of America Money Market Fund (pending transactions) | — | — | — | $67K | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $62K | $62K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $2K | $2K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $2K | $2K | <0.1% |
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