Back to filter
Original filing (PDF)20251015140815NAL0002542835001
ONE CALL CONCEPTS, INC.
Form 5500
FILING_RECEIVED
ONE CALL CONCEPTS, INC. 401K PLAN
401(k) retirement plan
Active participants
383
Accounts w/ balance
202
Plan assets (EOY)
$24.5M
Net assets (EOY)
$24.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 53% balance-to-active ratio — below typical for a healthy 401(k).
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 ONE CALL CONCEPTS, INC..
Plan sponsor
Name
ONE CALL CONCEPTS, INC.
EIN
52-1273782
Address
7223 PARKWAY DRIVE, SUITE 201 · HANOVER, MD · 210761391
Phone
(410) 712-0082
Industry
Information / Tech / Mediasee 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
2025-10-15
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA BENEFITS CONSULTANTS, INC. | 52-1904735 | COLUMBIA, MD | RECORDKEEPER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMIN | $27K | — |
Investments
36 direct securities · 2 pooled funds· $24.5M(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
$23.4M
36 holdings
Common Collective Trust
$1.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund # | — | — | — | $3.1M | 12.8% | |
| T. Rowe Price T. Rowe Price Capital Appreciation Fund I Class # | — | — | — | $2.0M | 8.2% | |
| Vanguard Dividend Growth Fund Investor Shares # | — | — | — | $1.9M | 7.9% | |
| T. Rowe Price T. Rowe Price New Horizons Fund I Class # | — | — | — | $1.5M | 6.3% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund I Class # | — | — | — | $1.3M | 5.4% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund I Class # | — | — | — | $1.3M | 5.3% | |
| Vanguard 500 Index Fund Admiral Shares # | — | — | — | $1.3M | 5.3% | |
| RELIANCE TRUST COMPANY STABLE VALUE AMERICAN TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.5% | |
| American Funds Washington Mutual Investors Fund Class R-6 # | — | — | — | $1.0M | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund I Class # | — | — | — | $901K | 3.7% | |
| Dodge & Cox Dodge & Cox Income Fund Class I # | — | — | — | $846K | 3.4% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund I Class # | — | — | — | $548K | 2.2% | |
| American Funds Capital World Growth and Income Fund Class R-6 # | — | — | — | $507K | 2.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares # | — | — | — | $503K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund I Class # | — | — | — | $491K | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund I Class # | — | — | — | $481K | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund I Class # | — | — | — | $477K | 1.9% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares # | — | — | — | $463K | 1.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares # | — | — | — | $453K | 1.9% | |
| Vanguard Small Cap Value Index Fund Admiral Shares # | — | — | — | $370K | 1.5% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares # | — | — | — | $362K | 1.5% | |
| Vanguard International Growth Fund Admiral Shares # | — | — | — | $309K | 1.3% | |
| Fidelity Capital & Income Fund # | — | — | — | $305K | 1.2% | |
| Fidelity Mid-Cap Stock Fund # | — | — | — | $303K | 1.2% | |
| Participant Loans 4.25% - 9.50% due at various dates through December 2029 - | — | — | — | $302K | 1.2% | |
| T. Rowe Price T. Rowe Price International Discovery Fund I Class # | — | — | — | $299K | 1.2% | |
| Blackrock Health Sciences Opportunities Portfolio Class K # | — | — | — | $278K | 1.1% | |
| Fidelity Low-Priced Stock Fund # | — | — | — | $276K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund I Class # | — | — | — | $242K | 1.0% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares # | — | — | — | $231K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund I Class # | — | — | — | $227K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund I Class # | — | — | — | $164K | 0.7% | |
| Invesco Developing Markets Fund Class A # | — | — | — | $153K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund Class I # | — | — | — | $116K | 0.5% | |
| Columbia Dividend Income Fund Institutional 3 Class # | — | — | — | $92K | 0.4% | |
| JPMorgan Small Cap Growth Fund Class R6 # | — | — | — | $49K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund I Class # | — | — | — | $16K | <0.1% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST · EIN 58-1428634 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using AMERICAN TRUST COMPANY
MCKEE FOODS CORPORATION
MCKEE FOODS RETIREMENT PLAN
$1.0B · 7,041 participants
GBA RETIREMENT SERVICES, INC
GEORGIA BANKERS ASSOCIATION MASTER PENSION AND PROFIT SHARING TRUSTS
$314.8M
BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLAN
UFCW LOCAL ONE 401(K) SAVINGS PLAN
$154.2M · 9,699 participants
GARBER MANAGEMENT GROUP, INC.
GMG EMPLOYEES SAVINGS PLAN
$126.5M · 2,211 participants
HORNE LLP
HORNE LLP PROFIT SHARING PLAN
$107.8M · 1,287 participants
ST. PAUL'S SCHOOL
ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$103.4M · 318 participants
Similar-size Information / Tech / Media plans
GOVERNMENT EXECUTIVE MEDIA GROUP LLC
GOVERNMENT EXECUTIVE MEDIA GROUP 401(K) PLAN
$24.6M · 270 participants
KEYNETICS, INC.
KEYNETICS, INC. 401(K) PLAN
$24.7M · 138 participants
BURGESS INFORMATION SYSTEMS INC.
BURGESS INFORMATION SYSTEMS INC. EMPLOYEES SAVINGS TRUST
$24.8M · 280 participants
OCLC, INC.
OCLC SUPPLEMENTAL PLAN
$24.2M · 920 participants
SOUNDHOUND INC
SOUNDHOUND 401(K) PLAN
$24.1M · 449 participants
ABACUS INFORMATION TECHNOLOGY LLC
ABACUS GROUP, LLC 401(K) PLAN
$24.0M · 270 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B