One Diversified, LLC's EIN is 42-1617340.
Download the official 2024 Form 5500 (PDF) for One Diversified, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)One Diversified, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI | 39-0758449 | — | ACCOUNTANT | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $126.4M | 98.6% | |
| LINCOLN STABLE VAL SEP ACCT LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 001 | Common Collective Trust | — | — | $6.8M | 5.3% |
