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Original filing (PDF)20250828140255NAL0010522769001
ONERORX, INC.
Form 5500
FILING_RECEIVED
ONERORX, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
641
Accounts w/ balance
587
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
How this plan invests
This plan
23 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 81% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONERORX, INC..
Plan sponsor
Name
ONERORX, INC.
EIN
26-2347195
Address
2929 WESTOWN PKWY #100 · WEST DES MOINES, IA · 502661319
Phone
(515) 440-1270
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
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
ASSURANCE DIMENSIONS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $97K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURANCE DIMENSIONS | 26-3429295 | — | ACCOUNTANT | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
24 direct securities · 23 pooled funds· $23.3M(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.
Common Collective Trust
$16.1M
14 holdings
Uncategorized
$6.2M
24 holdings
Pooled Separate Account
$978K
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $3.2M | 17.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $2.8M | 15.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.2M | 12.2% | |
| Prin MidCap Growth Sep Acct-Z | — | — | $0 | $2.2M | 12.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $1.8M | 9.6% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $1.6M | 8.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.6M | 8.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $1.3M | 7.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $882K | 4.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $830K | 4.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $688K | 3.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $510K | 2.8% | |
| Prin LifeTime Hyb 2070 CIT Z | — | — | $0 | $510K | 2.8% | |
| Vanguard Explorer Admiral Fund | — | — | $0 | $261K | 1.4% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $261K | 1.4% | |
| Prin Intl Equity Index SA-Z | — | — | $0 | $255K | 1.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $236K | 1.3% | |
| Vanguard Hi-Yld Corp Adm Fund | — | — | $0 | $195K | 1.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $185K | 1.0% | |
| Vanguard Intl Value Inv Fund | — | — | $0 | $132K | 0.7% | |
| Prin LifeTime Hybr 2045 CIT Z | — | — | $0 | $118K | 0.6% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $118K | 0.6% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | $0 | $105K | 0.6% | |
| DFA US Core Equity 1 I Fund | — | — | $0 | $98K | 0.5% | |
| DFA US Targeted Value I Fund | — | — | $0 | $88K | 0.5% | |
| DODGE & COX STOCK X FUND | — | — | $0 | $88K | 0.5% | |
| Amer Funds Amer Bal R6 Fd | — | — | $0 | $83K | 0.5% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $79K | 0.4% | |
| MFS Mid Cap Value R6 Fund | — | — | $0 | $78K | 0.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $78K | 0.4% | |
| Principal SmallCap Sep Acct-Z | — | — | $0 | $69K | 0.4% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | $0 | $66K | 0.4% | |
| DFA Global Real Estate Sc I Fd | — | — | $0 | $59K | 0.3% | |
| Prin LifeTime Hybr Inc CIT Z | — | — | $0 | $53K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $53K | 0.3% | |
| MFS Mass Inv Growth Stk R6 Fd | — | — | $0 | $47K | 0.3% | |
| Prin Govt & HQ Bond SA-Z | — | — | $0 | $46K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $46K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $26K | 0.1% | |
| Prin LifeTime Hybr 2015 CIT Z | — | — | $0 | $26K | 0.1% | |
| American Funds NewWorld R6 | — | — | $0 | $24K | 0.1% | |
| DFA Global Equity I Fund | — | — | $0 | $23K | 0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $23K | 0.1% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $23K | 0.1% | |
| Putnam Stable Value Fund (25) | — | — | $0 | $18K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $31 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
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