Chanaay Thomas signed Onesource Virtual, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onesource Virtual, Inc.'s EIN is 26-3101267.
Download the official 2024 Form 5500 (PDF) for Onesource Virtual, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onesource Virtual, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $8.0M | 15.5% | |
| Fidelity Investments Fidelity Freedom 2040 K6 N/R | Mutual Funds | — | — | $5.7M | 11.0% | |
| Fidelity Investments Fidelity Freedom 2050 K6 N/R | Mutual Funds | — | — | $5.4M | 10.4% | |
| Fidelity Investments Fidelity Freedom 2035 K6 N/R | Mutual Funds | — | — | $4.8M | 9.1% | |
| Fidelity Investments Fidelity Freedom 2030 K6 N/R | Mutual Funds | — | — | $4.3M | 8.3% | |
| Fidelity Investments Fidelity Freedom 2055 K6 N/R | Mutual Funds | — | — | $4.0M | 7.8% | |
| Fidelity Investments Fidelity Freedom 2045 K6 N/R | Mutual Funds | — | — | $3.7M | 7.1% | |
| MFS Fund Distributors, Inc. MFS Growth Fund Class R4 N/R | Mutual Funds | — | — | $3.4M | 6.5% | |
| Fidelity Investments Fidelity Freedom 2025 K6 N/R | Mutual Funds | — | — | $2.5M | 4.8% | |
| Fidelity Investments Fidelity Freedom 2060 K6 N/R | Mutual Funds | — | — | $1.4M | 2.7% | |
| Fidelity Investments Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $1.1M | 2.1% | |
| Victory Established Value Fund I N/R | Other securities | — | — | $1.1M | 2.0% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $949K | 1.8% | |
| Fidelity Investments Fidelity Freedom 2020 K6 N/R | Mutual Funds | — | — | $784K | 1.5% | |
| Fidelity Investments Fidelity Small Cap Index N/R | Mutual Funds | — | — | $638K | 1.2% | |
| Fidelity Investments Fidelity Freedom 2015 K6 N/R | Mutual Funds | — | — | $634K | 1.2% | |
| Janus Henderson Janus Triton Fund N N/R | Mutual Funds | — | — | $614K | 1.2% | |
| Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $538K | 1.0% | |
| J.P. Morgan J.P. Morgan Equity Income R6 N/R | Other securities | — | — | $501K | 1.0% | |
| Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $330K | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $294K | 0.6% | |
| Pacific Investment Management PIMCO Income Fund Institutional N/R | Mutual Funds | — | — | $266K | 0.5% | |
| Co LLC * Fidelity Investments Fidelity Freedom 2065 K6 N/R | Mutual Funds | — | — | $251K | 0.5% | |
| Prudential Total Return Bond Fund A N/R | Other securities | — | — | $224K | 0.4% | |
| Oppenheimer Developing Markets Fund Y N/R | Mutual Funds | — | — | $198K | 0.4% | |
| Capital Research and American Funds Europacific Growth Fund N/R | Mutual Funds | — | — | $158K | 0.3% | |
| Management Company R5 * Fidelity Investments Fidelity Freedom Income K6 N/R | Mutual Funds | — | — | $99K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2010 K6 N/R | Mutual Funds | — | — | $30K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.