How big is One Financial Services LLC's plan?

One Financial Services LLC's plan reported $2.0M in assets and 15 participants for 2024.

Original filing (PDF)20251005133512NAL0002630865001

One Financial Services LLC

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

Form 5500-SF

FILING_RECEIVED

Nothelfermorrone, 401(k) Safe Harbor Profit Sharing Plan

401(k) retirement plan · One Financial Services LLC's Nothelfermorrone, 401(k) Safe Harbor Profit Sharing Plan held $2.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

One Financial Services LLC's EIN is 27-0563164.

EIN 27-0563164

Plan number 001

Plan year 2024

ACK ID 20251005133512NAL0002630865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

One Financial Services LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score