Back to filter
Original filing (PDF)20251013084415NAL0000389363001
ONIN STAFFING, LLC
Form 5500
FILING_RECEIVED
ONIN GROUP 401(K) PLAN
401(k) retirement plan
Signals · 3
35% in single holding~101 bps in Sched C feesNo recordkeeper disclosed
Active participants
782
Accounts w/ balance
805
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "OneAscent Trgt Retire 2050 Fd Common Collective Trust" is 35% of plan.
- 101 bps in Schedule C fees — 94% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONIN STAFFING, LLC.
Plan sponsor
Name
ONIN STAFFING, LLC
EIN
63-1180986
Address
ONE PERIMETER PARK SOUTH, 450N · BIRMINGHAM, AL · 35243
Phone
(205) 298-7233
Industry
Admin Support & Waste Mgmtsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MORSE & CO, PLLC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $92K | — |
| ONEASCENT FINANCIAL SERVICES LLC | 81-5448947 | — | SERVICE PROVIDER | $0 | — |
Investments
38 direct securities · 5 pooled funds· $9.4M(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.
Common Collective Trust
$6.4M
5 holdings
Uncategorized
$3.0M
38 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ONEASCENT TARGET RETIREMENT 2050 FU ALTA FUNDS · EIN 84-3583033 / PN 001 | Common Collective Trust | — | — | $3.3M | 35.7% | |
| ONEASCENT TARGET RETIREMENT 2040 FU ALTA FUNDS · EIN 84-3579365 / PN 001 | Common Collective Trust | — | — | $1.6M | 17.8% | |
| ONEASCENT TARGET RETIREMENT 2030 FU ALTA FUNDS · EIN 84-3557779 / PN 001 | Common Collective Trust | — | — | $1.2M | 12.8% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $577K | 6.3% | |
| ONEASCENT TARGET RETIREMENT 2020 FU ALTA FUNDS · EIN 84-3530827 / PN 001 | Common Collective Trust | — | — | $323K | 3.5% | |
| LOAN FUND Participant Loans - Rates 4.25% to 10.50% | — | — | — | $284K | 3.1% | |
| Notes receivable from participants | — | — | — | $284K | 3.1% | |
| AmCen Mid Cap Value Fund R6 Mutual Funds | — | — | — | $175K | 1.9% | |
| Fidelity Sm Cp Ind Fd Mutual Funds | — | — | — | $171K | 1.9% | |
| ClrBrg LgCp Grw Fnd IS Mutual Funds | — | — | — | $156K | 1.7% | |
| American Funds Bond Fd Am R6 Mutual Funds | — | — | — | $119K | 1.3% | |
| Fidelity Intl Index Fnd Mutual Funds | — | — | — | $102K | 1.1% | |
| Fidelity Freedom In 2035 InstP Mutual Funds | — | — | — | $98K | 1.1% | |
| ClrBrg Intl Growth Fd IS Mutual Funds | — | — | — | $96K | 1.0% | |
| BlkRck Hlth Sci Opport Prt K Mutual Funds 710 * Voya Fixed Account (4450) Guaranteed Return | — | — | — | $96K | 1.0% | |
| Fidelity Freedom In 2030 InstP Mutual Funds | — | — | — | $80K | 0.9% | |
| Fidelity Freedom In 2050 InstP Mutual Funds | — | — | — | $79K | 0.9% | |
| Fidelity Freedom In 2015 InstP Mutual Funds | — | — | — | $79K | 0.9% | |
| Fidelity Freedom In 2065 InstP Mutual Funds | — | — | — | $78K | 0.9% | |
| BlackRock Mid-Cap Grw Eq Por K Mutual Funds | — | — | — | $63K | 0.7% | |
| Fidelity Freedom In 2060 InstP Mutual Funds | — | — | — | $50K | 0.6% | |
| Fidelity Freedom In 2040 InstP Mutual Funds | — | — | — | $48K | 0.5% | |
| MFS Value Fund R6 Mutual Funds | — | — | — | $48K | 0.5% | |
| Ave Maria Bond Fund Mutual Funds | — | — | — | $47K | 0.5% | |
| Fidelity Mid Cap Idx Fd Mutual Funds | — | — | — | $43K | 0.5% | |
| DFA Emrg Mkts Core Eqty Pt Ins Mutual Funds | — | — | — | $39K | 0.4% | |
| Carillon Eagle Mid Cap Grw R6 Mutual Funds | — | — | — | $33K | 0.4% | |
| Fidelity Freedom In 2055 InstP Mutual Funds | — | — | — | $25K | 0.3% | |
| Fid Ttl Mkt Id Fd Mutual Funds | — | — | — | $24K | 0.3% | |
| Receivables from plan sponsor | — | — | — | $23K | 0.3% | |
| DFA Real Estate Secs Port Ins Mutual Funds | — | — | — | $22K | 0.2% | |
| Franklin Sm Cap Value Fnd R6 Mutual Funds | — | — | — | $19K | 0.2% | |
| Fidelity Freedom In 2045 InstP Mutual Funds | — | — | — | $16K | 0.2% | |
| Steward Glbl Eqty Inc Fund R6 Mutual Funds | — | — | — | $14K | 0.2% | |
| Lord Abbett Total Return Fd R6 Mutual Funds | — | — | — | $12K | 0.1% | |
| AB Global Bond Fund Z Mutual Funds | — | — | — | $5K | <0.1% | |
| ONEASCENT TARGET RETIREMENT 2060 FU ALTA FUNDS · EIN 87-3186943 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| Stwrd ValFoc SmMdCp EnhInd FR6 Mutual Funds | — | — | — | $4K | <0.1% | |
| DFA Infl-Prot Sec Port Ins Mutual Funds | — | — | — | $4K | <0.1% | |
| Fidelity Freedom In 2025 InstP Mutual Funds | — | — | — | $4K | <0.1% | |
| Fidelity Freedom In Inc InstP Mutual Funds | — | — | — | $3K | <0.1% | |
| Putnam Small Cap Growth Fnd R6 Mutual Funds | — | — | — | $3K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Mutual Funds | — | — | — | $2K | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE & ANNUITY
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI 403B RETIREMENT PLAN
$2.6B · 12,772 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI DEFINED CONTRIBUTION
$1.1B · 13,560 participants
MERCY HEALTH CORPORATION
MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
$827.7M · 7,008 participants
WASTE CONNECTIONS, INC.
WASTE CONNECTIONS, INC. 401(K) PROFIT SHARING PLAN
$799.3M · 17,293 participants
Similar-size Admin Support & Waste Mgmt plans
AMERICA WORKS OF NEW YORK, INC.
AMERICA WORKS OF NEW YORK, INC. RETIREMENT PLAN
$9.2M · 242 participants
STAFFING PLUS, INC
STAFFING PLUS 401(K) RETIREMENT PLAN
$9.1M · 120 participants
DOUBLESTAR, INC.
DOUBLESTAR, INC. 401(K) PROFIT SHARING PLAN
$9.1M · 56 participants
NOMAD HEALTH, INC.
NOMAD HEALTH 401(K) PLAN
$9.2M · 126 participants
ATLANTIC RESOURCE PARTNERS, LLC
THE ATLANTIC GROUP 401(K) PLAN
$9.2M · 76 participants
RSH STAFFING, LLC
RSH STAFFING 401(K) PLAN
$9.1M · 176 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants