Steve Ziegler signed Onesource Business Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onesource Business Solutions, LLC's EIN is 58-2326638.
Download the official 2024 Form 5500 (PDF) for Onesource Business Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onesource Business Solutions, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $13K | — |
| JOHN HANCOCK | 01-0233346 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLORIDA RETIREMENT CONSULTANTS, LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Insurance Company, Inc. (TFLIC) Vanguard Target Ret 2035 Mutual Fund | Mutual Funds | — | — | $6.9M | 14.3% | |
| Vanguard Target Ret 2030 Mutual Fund | Mutual Funds | — | — | $5.6M | 11.7% | |
| Vanguard Target Ret 2045 Mutual Fund | Mutual Funds | — | — | $4.7M | 9.9% | |
| Vanguard Target Ret 2025 Mutual Fund | Mutual Funds | — | — | $4.5M | 9.3% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.7M | 7.6% | |
| Vanguard Target Ret 2040 Mutual Fund | Mutual Funds | — | — | $2.9M | 6.0% | |
| Vanguard Target Ret 2050 Mutual Fund | Mutual Funds | — | — | $2.1M | 4.4% | |
| Fidelity ContraFund Mutual Fund | Mutual Funds | — | — | $1.7M | 3.5% | |
| Vanguard Target Ret 2055 Mutual Fund | Mutual Funds | — | — | $1.5M | 3.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.5M | 3.0% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.4M | 3.0% | |
| Vanguard Target Ret Income Mutual Fund | Mutual Funds | — | — | $1.3M | 2.6% | |
| T. Rowe Price Science & Tech Mutual Fund | Other securities | — | — | $1.1M | 2.3% | |
| Vanguard Target Ret 2020 Mutual Fund | Mutual Funds | — | — | $935K | 1.9% | |
| TransAmerica Stable Value Ascend Fund Stable Value Fund | Stable Value | — | — | $721K | 1.5% | |
| Vanguard Target Ret 2060 Mutual Fund | Mutual Funds | — | — | $716K | 1.5% | |
| Vanguard Total Intl Stock Idx Mutual Fund | Common Collective Trusts | — | — | $710K | 1.5% | |
| Vanguard Total Bond Market Idx Mutual Fund | Common Collective Trusts | — | — | $667K | 1.4% | |
| DFA U.S. Small Cap Fund Mutual Fund | Mutual Funds | — | — | $594K | 1.2% | |
| various maturity dates | Other securities | — | — | $536K | 1.1% | |
| Vanguard High Dividend Yld Idx Mutual Fund | Common Collective Trusts | — | — | $492K | 1.0% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $383K | 0.8% | |
| Franklin Small Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $375K | 0.8% | |
| Vanguard Real Estate Index Mutual Fund | Mutual Funds | — | — | $369K | 0.8% | |
| American Funds SMALLCAP World Mutual Fund | Mutual Funds | — | — | $277K | 0.6% | |
| BlackRock Health Sciences Opps Mutual Fund | Other securities | — | — | $269K | 0.6% | |
| Vanguard Target Ret 2065 Mutual Fund | Mutual Funds | — | — | $263K | 0.5% | |
| American Funds EuroPac Growth Mutual Fund | Mutual Funds | — | — | $262K | 0.5% | |
| American Funds New World Fund Mutual Fund | Mutual Funds | — | — | $147K | 0.3% | |
| DFA Inflation-Protected Sec Mutual Fund | Mutual Funds | — | — | $134K | 0.3% | |
| Vanguard Target Ret 2070 Mutual Fund | Mutual Funds | — | — | $132K | 0.3% | |
| Vanguard Materials Index Fund Mutual Fund | Common Collective Trusts | — | — | $120K | 0.3% | |
| DFA International Value Mutual Fund | Mutual Funds | — | — | $112K | 0.2% | |
| MFS Value Fund Mutual Fund | Mutual Funds | — | — | $107K | 0.2% | |
| JPMorgan MidCap Value Fund Mutual Fund | Other securities | — | — | $76K | 0.2% | |
| Invesco International Bond Mutual Fund | Mutual Funds | — | — | $71K | 0.1% | |
| Royce Small Cap Opportunity Mutual Fund | Other securities | — | — | $53K | 0.1% | |
| MFS Massachusetts Investors Mutual Fund | Mutual Funds | — | — | $45K | <0.1% | |
| AF US Government Securities Mutual Fund | Other securities | — | — | $18K | <0.1% | |
| Jhancock Multimanager Lifestyle Growth Mutual Fund | Other securities | — | — | $14K | <0.1% | |
| Jhancock Multimanager Lifestyle Moderate Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| John Hancock Bond Fund Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD HIGH DIVIDEND YLD IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LAND O LAKES, FL |
| NONE |
| $36K |
| — |
| MILLER & MARTIN PLLC | — | CHATTANOOGA, TN | NONE | $23K | — |
| WARREN AVERETT LLC | 45-4084437 | — | NONE | $22K | — |
