Athena Glover signed The One 23 Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The One 23 Group's EIN is 54-1726886.
Download the official 2024 Form 5500 (PDF) for The One 23 Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The One 23 Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVOY PARTNERS LLC | 61-1810886 | — | INVESTMENT/FINANCIAL ADVI |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $7K |
| — |
