Original filing (PDF)20241001152049NAL0003410787001

ONEWEALTH, LLC

Name: ONEWEALTH, LLC — ONEWEALTH, LLC 401(K) PLAN, Form 5500 (2023)
Creator: ONEWEALTH, LLC

Form 5500-SF

FILING_RECEIVED

ONEWEALTH, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ONEWEALTH, LLC

EIN

46-2903161all filings

Address

2987 CLAIRMONT RD NE · STE 225 · ATLANTA, GA · 30329

Phone

(404) 438-7659

Industry