Original filing (PDF)20251106113401NAL0009415009001

ONECAP SERVICES LLC

Name: ONECAP SERVICES LLC — ONECAP SERVICES LLC 401K PLAN, Form 5500 (2024)
Creator: ONECAP SERVICES LLC

Form 5500-SF

FILING_RECEIVED

ONECAP SERVICES LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$158

Net assets (EOY)

$158

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONECAP SERVICES LLC.

Plan sponsor

Name

ONECAP SERVICES LLC

EIN

45-4520663

Address

PERSONAL AND CONFIDENTIAL 77 SPRUCE · CEDARHURST, NY · 115162022

Phone

(516) 545-0500

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-11-06

Pension benefit codes

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

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

TATUM BROTHERS INSURANCE LLC

TATUM BROS INSURANCE LLC EMPLOYEE GROUP HEALTH PLAN

$159

TURNBULL RESOURCE GROUP INC

TURNBULL RESOURCE GROUP INC OFB BENEFIT PLAN

$156 · 2 participants

CAROLYN THOMAS THOMPSON INSURANCE

CAROLYN THOMAS THOMPSON INSURANCE CBS BENEFIT PLAN

$153 · 2 participants

MEGAN L MILLER APRN CNP DIRECT PRIMARY CARE

MEGAN L MILLER APRN CNP DIRECT PRIMARY CARE SOCA BENEFIT PLAN

$164 · 3 participants

MEDICARE ONE STOP INC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.