Megan Motter signed One Source Communications, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
One Source Communications, LLC's EIN is 56-1673241.
Download the official 2024 Form 5500 (PDF) for One Source Communications, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)One Source Communications, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 17.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.6M | 15.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 14.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.1M | 10.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $823K | 7.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $534K | 5.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $475K | 4.6% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $462K | 4.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $292K | 2.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $238K | 2.3% | |
| COLUMBIA SMALL CAP INDEX I2 | Registered Investment Companies | — | — | $165K | 1.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $137K | 1.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $131K | 1.3% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $124K | 1.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $119K | 1.1% | |
| MFS DIVERSIFIED INC FUND R6 | Registered Investment Companies | — | — | $117K | 1.1% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $106K | 1.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $78K | 0.8% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $77K | 0.7% | |
| AMERFUNDS 2010 TARG DATERET R6 295 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $71K | 0.7% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $68K | 0.7% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $68K | 0.7% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $38K | 0.4% | |
| AB HIGH INCOME Z | Registered Investment Companies | — | — | $27K | 0.3% | |
| FRANKLIN GLOBAL ALLOCATION ADV | Registered Investment Companies | — | — | $19K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| FRANKLIN SMALL MID CP GR -ADV | Registered Investment Companies | — | — | $9K | <0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $22K |
| — |
