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Original filing (PDF)20250709115957NAL0003318931001
OFFICE THREE SIXTY, INC.
Form 5500
FILING_RECEIVED
OFFICE360 401(K) PLAN
401(k) retirement plan
Signals · 2
43% in single holdingNo recordkeeper disclosed
Active participants
155
Accounts w/ balance
95
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
12 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
78
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "[DFE: MYCOMPASS AMER FDS 2035 FD R (no filing on disk)]" is 43% of plan.
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OFFICE THREE SIXTY, INC..
Plan sponsor
Name
OFFICE THREE SIXTY, INC.
EIN
35-2142678
Address
7301 WOODLAND DR · INDIANAPOLIS, IN · 462781737
Phone
(317) 686-5754
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
LONG & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | — | NEW YORK, NY | BROKER/DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROSE FINANCIAL GROUP, LLC | — | INDIANAPOLIS, IN | THIRD PARTY ADMINISTRATOR | $0 | — |
Investments
12 pooled funds· $2.0M(27% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYCOMPASS AMER FDS 2035 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $855K | 11.9% | |
| MYCOMPASS AMER FDS 2025 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $249K | 3.5% | |
| MYCOMPASS AMER FDS 2040 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $202K | 2.8% | |
| MYCOMPASS AMER FDS 2010 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0249708 / PN 000 | Common Collective Trust | — | — | $155K | 2.2% | |
| MYCOMPASS AMER FDS 2030 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $126K | 1.8% | |
| MYCOMPASS AMER FDS 2020 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0249708 / PN 000 | Common Collective Trust | — | — | $115K | 1.6% | |
| MYCOMPASS AMER FDS 2060 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $109K | 1.5% | |
| MYCOMPASS AMER FDS 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $99K | 1.4% | |
| MYCOMPASS AMER FDS 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $35K | 0.5% | |
| MYCOMPASS AMER FDS 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $16K | 0.2% | |
| MYCOMPASS AMER FDS 2050 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0929470 / PN 000 | Common Collective Trust | — | — | $12K | 0.2% | |
| MYCOMPASS AMER FDS 2015 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0249708 / PN 000 | Common Collective Trust | — | — | $11 | <0.1% |
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