JILL Kuhlman signed Onecompass Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onecompass Holdings' EIN is 31-1584793.
Download the official 2024 Form 5500 (PDF) for Onecompass Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onecompass Holdings' plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL | — | DUBLIN, OH | NONE | $983 | — |
| PNC BANK | 46-5526782 | — | NONE | $266 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| OneCompass Holdings, Inc. Company stock | Common Stocks | — | $23.5M | $127.4M | 99.4% | |
| Fidelity Govt MMKT Premium Class | Mutual Funds | — | $811K | $811K | 0.6% | |
| PNC Bank Interest-bearing cash | Cash / Money Market | — | $11K | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
