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Original filing (PDF)20251202110246NAL0006069955001
ONESTAFF MEDICAL, LLC
Form 5500
FILING_RECEIVED
ONESTAFF MEDICAL, LLC 401(K) PLAN
401(k) retirement plan
Signals · 4
Late filing · 0.5 mo36% in single holding~144 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,112
Accounts w/ balance
425
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
Concentration risk
82
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
- Top holding "s The Vanguard Group, Inc. Vanguard Total Stock Market Idx Fund Adm N/A" is 36% of plan.
- 144 bps in Schedule C fees — 396% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONESTAFF MEDICAL, LLC.
Plan sponsor
Name
ONESTAFF MEDICAL, LLC
EIN
27-2124682
Address
10802 FARNAM DRIVE · OMAHA, NE · 68154
Phone
(877) 783-1483
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
BENEFIT PLANS, INC.
EIN
47-0617162
City
OMAHA, NE
Phone
(402) 891-0808
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES MIDWEST, LLC. | — | FARRAGUT, TN | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. & ANNUITY CO. | 71-0294708 | — | SERVICE PROVIDER | $170K | — |
Investments
27 direct securities · 2 pooled funds· $26.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$11.4M
1 holding
Uncategorized
$7.3M
25 holdings
Pooled Separate Accounts
$4.2M
1 holding
Common Collective Trust
$3.2M
1 holding
Guaranteed Income / GIC
$184K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT ID VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11.4M | 96.3% | |
| The Vanguard Group, Inc. Vanguard Total Stock Market Idx Fund Adm N/A | Pooled Separate Accounts | — | — | $4.2M | 35.8% | |
| INTELLECTUAL ENERGY GROUP, LLC DBA FLEXPATH STRATEGIES, LLC · EIN 46-4782313 / PN 000 | Common Collective Trust | — | — | $3.2M | 26.8% | |
| Common Collective Trusts flexPATH Strategies, LLC MyCompass Ind Mod 2055 Fd R N/A | — | — | — | $1.2M | 10.4% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Idx Fund Adm N/A | — | — | — | $1.1M | 9.2% | |
| The Vanguard Group, Inc. Vanguard Total International Stock Idx Fund Adm N/A | — | — | — | $1.0M | 8.8% | |
| flexPATH Strategies, LLC MyCompass Ind Mod 2065 Fd R N/A | — | — | — | $655K | 5.6% | |
| flexPATH Strategies, LLC MyCompass Ind Mod 2045 Fd R N/A | — | — | — | $517K | 4.4% | |
| flexPATH Strategies, LLC MyCompass Ind Mod 2035 Fd R N/A | — | — | — | $453K | 3.8% | |
| Fidelity 500 Index Fund N/A | — | — | — | $388K | 3.3% | |
| Fidelity Advisor Growth Opportunities Fund Z N/A | — | — | — | $294K | 2.5% | |
| Fidelity Mid Cap Index Fund N/A | — | — | — | $224K | 1.9% | |
| flexPATH Strategies, LLC MyCompass Ind Cns 2045 F R N/A 4 flexPATH Strategies, LLC MyCompass Ind Cns 2055 F R N/A 3 * Notes receivable from participants Maturing 2025-2029 at interest rates of 4.25% - 10.50% N/A | — | — | — | $201K | 1.7% | |
| JPMorgan Mid Cap Growth Fd R6 N/A | — | — | — | $189K | 1.6% | |
| * Voya Fixed Account N/A | Guaranteed Income / GIC | — | — | $184K | 1.6% | |
| Fidelity Small Cap Index Fund N/A | — | — | — | $178K | 1.5% | |
| Voya Government Money Market Fund N/A | — | — | — | $159K | 1.3% | |
| Capital Group American Funds New World R6 N/A | — | — | — | $137K | 1.2% | |
| The Vanguard Group, Inc. Vanguard Mid Cap VI Index Fund Admiral N/A | — | — | — | $134K | 1.1% | |
| flexPATH Strategies, LLC Small Cap Growth Fund II R1 N/A | — | — | — | $81K | 0.7% | |
| flexPATH Strategies, LLC Large Cap Value Fund R1 N/A | — | — | — | $74K | 0.6% | |
| Principal Funds Principal Real Estate Sec F R6 N/A | — | — | — | $62K | 0.5% | |
| flexPATH Strategies, LLC Small Cap Value Fund II R1 N/A | — | — | — | $49K | 0.4% | |
| flexPATH Strategies, LLC International Growth Fnd II R1 N/A | — | — | — | $40K | 0.3% | |
| PGIM Investments PGIM High Yield Fund R6 N/A | — | — | — | $37K | 0.3% | |
| flexPATH Strategies, LLC Core Plus Bond Fund R1 N/A | — | — | — | $37K | 0.3% | |
| Charles Schwab Investment Schwab Short Term Bond Idx Fd N/A | — | — | — | $36K | 0.3% | |
| flexPATH Strategies, LLC MyCompass Ind Mod Ret Fd R N/A | — | — | — | $36K | 0.3% | |
| flexPATH Strategies, LLC MyCompass Ind Agg Ret Fd R N/A | — | — | — | $1K | <0.1% |