How big is Onezero Financial Systems LLC's plan?

Onezero Financial Systems LLC's plan reported $12.2M in assets and 97 participants for 2024.

Original filing (PDF)20251002075519NAL0000305856001

Onezero Financial Systems LLC

Name: Onezero Financial Systems LLC — Onezero Financial, Form 5500 (2024)
Creator: Onezero Financial Systems LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Onezero Financial Systems LLC 401(k) Plan

401(k) retirement plan · Onezero Financial Systems LLC's Onezero Financial Systems LLC 401(k) Plan held $12.2M in plan assets for 97 participants in 2024.

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

People on this filing

Fraser McHardy signed Onezero Financial Systems LLC's 2024 Form 5500 as plan administrator.

Fraser McHardy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Onezero Financial Systems LLC's EIN is 26-4444395.

EIN 26-4444395

Plan number 001

Plan year 2024

ACK ID 20251002075519NAL0000305856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Onezero Financial Systems LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Onezero Financial Systems LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONEZERO FINANCIAL SYSTEMS LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off