Back to filter
Original filing (PDF)20250728135235NAL0003559986001
1WORLDSYNC, INC.
Form 5500
FILING_RECEIVED
1WORLDSYNC, INC. 401(K) PLAN
401(k) retirement plan
Active participants
226
Accounts w/ balance
412
Plan assets (EOY)
$33.4M
Net assets (EOY)
$33.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 1WORLDSYNC, INC..
Plan sponsor
Name
1WORLDSYNC, INC.
EIN
36-4684878
Address
7777 WASHINGTON VILLAGE DRIVE · SUITE 300 · DAYTON, OH · 45459
Phone
(312) 825-2967
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-28
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $26K | — |
Investments
28 direct securities · 1 pooled fund· $33.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$33.1M
28 holdings
Common Collective Trust
$274K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 IPR | — | — | — | $6.1M | 18.4% | |
| Fidelity Freedom Index 2035 IPR | — | — | — | $4.6M | 13.8% | |
| Fidelity 500 Index | — | — | — | $3.8M | 11.4% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $3.5M | 10.4% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $2.9M | 8.7% | |
| Fidelity Freedom Index 2030 IPR | — | — | — | $2.7M | 8.1% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $2.3M | 6.9% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $1.4M | 4.1% | |
| T. Rowe Price Blue Chip Growth 1 | — | — | — | $973K | 2.9% | |
| Fidelity Mid Cap Index | — | — | — | $715K | 2.1% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $603K | 1.8% | |
| Fidelity Small Cap Index | — | — | — | $489K | 1.5% | |
| Fidelity US Bond Index | — | — | — | $479K | 1.4% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $444K | 1.3% | |
| Fidelity International Index | — | — | — | $354K | 1.1% | |
| Fidelity Government Money Market R6 | — | — | — | $315K | 0.9% | |
| Janus Henderson Enterprise N | — | — | — | $302K | 0.9% | |
| Participant loans Interest rates from 4.25% to 9.50% - | — | — | — | $297K | 0.9% | |
| MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $274K | 0.8% | |
| American Century Mid Cap Value R6 | — | — | — | $202K | 0.6% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $187K | 0.6% | |
| Baron Small Cap R | — | — | — | $144K | 0.4% | |
| American Funds New World R6 | — | — | — | $126K | 0.4% | |
| Fidelity Total Bond K6 | — | — | — | $62K | 0.2% | |
| Fidelity Freedom Index Income Fund IPR | — | — | — | $57K | 0.2% | |
| American Funds Europac Growth R6 | — | — | — | $38K | 0.1% | |
| John Hancock Disciplined Value R6 | — | — | — | $31K | <0.1% | |
| Fidelity Freedom Index 2015 IPR | — | — | — | $20K | <0.1% | |
| American Beacon Small Cap Value R6 | — | — | — | $8K | <0.1% |