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Original filing (PDF)20251015171237NAL0005224993001
THE ONE 23 GROUP
Form 5500
FILING_RECEIVED
THE ONE 23 GROUP 401(K) PLAN
401(k) retirement plan
Active participants
122
Accounts w/ balance
103
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ONE 23 GROUP.
Plan sponsor
Name
THE ONE 23 GROUP
EIN
54-1726886
Address
2303 DULLES STATION BLVD · SUITE 210 · HERNDON, VA · 20171
Phone
(703) 323-1700
Industry
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
2025-10-15
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
BROWN EDWARDS & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVOY PARTNERS LLC | 61-1810886 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
Investments
36 direct securities · 1 pooled fund· $3.7M(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.
Registered Investment Companies
$3.7M
36 holdings
Common Collective Trust
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $559K | 14.9% | |
| PIM COMM REAL RETURN STRAT - R 362 REGISTERED INVESTMENT COMPANY AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $359K | 9.6% | |
| AMERICAN US GOV MONEY MKT R2E | Registered Investment Companies | — | — | $301K | 8.0% | |
| JPMORGAN LG CP GR - R2 | Registered Investment Companies | — | — | $289K | 7.7% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $214K | 5.7% | |
| AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $211K | 5.6% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $165K | 4.4% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $149K | 4.0% | |
| AMERICAN FUNDS GROWTH PORT R2E | Registered Investment Companies | — | — | $146K | 3.9% | |
| FIDELITY ADVISOR TECHNOLOGY M | Registered Investment Companies | — | — | $135K | 3.6% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $119K | 3.2% | |
| AMERICAN BALANCED R2E | Registered Investment Companies | — | — | $115K | 3.1% | |
| AMF AMERICAN MUTUAL R2E | Registered Investment Companies | — | — | $103K | 2.8% | |
| BLACKROCK 80 20 TARGET ALLOC R | Registered Investment Companies | — | — | $98K | 2.6% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $89K | 2.4% | |
| CARILLON EAGLE MID CAP GRTH I | Registered Investment Companies | — | — | $83K | 2.2% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $77K | 2.1% | |
| CARILLON REAMS CORE PLUS BD I | Registered Investment Companies | — | — | $73K | 2.0% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $70K | 1.9% | |
| AMERICAN FUNDS NEW WORLD R2E | Registered Investment Companies | — | — | $68K | 1.8% | |
| FIDELITY ADV VALUE STRATEGY M | Registered Investment Companies | — | — | $63K | 1.7% | |
| PUTNAM SMALL CAP GROWTH - R | Registered Investment Companies | — | — | $58K | 1.5% | |
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $53K | 1.4% | |
| CARILLON CLARIVEST INTL STK I | Registered Investment Companies | — | — | $41K | 1.1% | |
| INVESCO MAIN STREET SM CAP R | Registered Investment Companies | — | — | $33K | 0.9% | |
| FID ADV TOTAL INTL EQUITY M | Registered Investment Companies | — | — | $13K | 0.3% | |
| NEUBERGER BERMAN REAL EST R3 | Registered Investment Companies | — | — | $11K | 0.3% | |
| INVESCO SMALL CAP VALUE - R | Registered Investment Companies | — | — | $11K | 0.3% | |
| FIDELITY ADV STK SELECT MDCP M | Registered Investment Companies | — | — | $8K | 0.2% | |
| AMF 2065 TARGET DATE R2E | Registered Investment Companies | — | — | $8K | 0.2% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $7K | 0.2% | |
| AMF CAPITAL INC BUILDER R2E | Registered Investment Companies | — | — | $4K | <0.1% | |
| GOLDMAN SACHS GR AND INC STR R | Registered Investment Companies | — | — | $2K | <0.1% | |
| GS GQG PTNRS INTL OPP R | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID ADV GLBL CMDTY STK M | Registered Investment Companies | — | — | $2K | <0.1% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMF AMERICAN HI INC TR R2E | Registered Investment Companies | — | — | $1K | <0.1% |
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