Original filing (PDF)20251010073936NAL0004053507001

ONECOMPASS HOLDINGS

Name: ONECOMPASS HOLDINGS — ONECOMPASS HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: ONECOMPASS HOLDINGS

Form 5500

FILING_RECEIVED

ONECOMPASS HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

99% in single holding99% employer stockNo recordkeeper disclosed

Active participants

374

Accounts w/ balance

470

Plan assets (EOY)

$128.2M

Net assets (EOY)

$113.3M

How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONECOMPASS HOLDINGS.

Plan sponsor

Name

ONECOMPASS HOLDINGS

EIN

31-1584793

Address

5025 BRADENTON AVE. · DUBLIN, OH · 43017

Phone

(800) 758-4599

Industry

Transportation & Warehousingsee 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

2025-10-10

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

SCHEIDER DOWNS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL	—	DUBLIN, OH	NONE	$983	—
PNC BANK	46-5526782	—	NONE	$266	—

Investments

3 direct securities· $128.2M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
OneCompass Holdings, Inc. Company stock	—	—	$23.5M	$127.4M	99.4%
Fidelity Govt MMKT Premium Class	—	—	$811K	$811K	0.6%
PNC Bank Interest-bearing cash	—	—	$11K	$11K	<0.1%

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