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Original filing (PDF)20251015163453NAL0002757107001
ONE, INC.
Form 5500
FILING_RECEIVED
ONE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
438
Accounts w/ balance
374
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONE, INC..
Plan sponsor
Name
ONE, INC.
EIN
80-0146791
Address
620 COOLIDGE DRIVE, SUITE 200 · FOLSOM, CA · 95630
Phone
(866) 343-6940
Industry
Custom Computer Programming· 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
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $70K | — |
Investments
29 direct securities · 1 pooled fund· $32.2M(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.
Uncategorized
$16.2M
29 holdings
Pooled Separate Account
$16.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $16.0M | 98.6% | |
| Securian AM S&P 500 Index Fund Pooled separate account | — | — | — | $2.0M | 12.3% | |
| Vanguard Target Retirement 2045 Pooled separate account | — | — | — | $1.7M | 10.3% | |
| Vanguard Target Retirement 2050 Pooled separate account | — | — | — | $1.6M | 10.0% | |
| Vanguard Target Retirement 2040 Pooled separate account | — | — | — | $1.3M | 7.8% | |
| Vanguard Target Retirement 2055 Pooled separate account | — | — | — | $1.2M | 7.7% | |
| Vanguard Target 2035 Fund Investor Pooled separate account | — | — | — | $1.2M | 7.6% | |
| Vanguard Target Retirement 2060 Pooled separate account | — | — | — | $963K | 5.9% | |
| JPMorgan Large Cap Growth Pooled separate account | — | — | — | $825K | 5.1% | |
| American Funds International Growth and Income Fund Pooled separate account | — | — | — | $694K | 4.3% | |
| Goldman Sachs International Eq ESG Insr Pooled separate account | — | — | — | $680K | 4.2% | |
| Vanguard Target 2030 Fund Investor Pooled separate account | — | — | — | $629K | 3.9% | |
| Vanguard Tot Stk Mk Idx Adm Pooled separate account | — | — | — | $447K | 2.8% | |
| PGIM Total Return Bond Fund Pooled separate account | — | — | — | $325K | 2.0% | |
| Vanguard Interm Bond Index Admiral Fund Pooled separate account | — | — | — | $271K | 1.7% | |
| DFA U.S. Targeted Value Portfolio Fund Pooled separate account | — | — | — | $270K | 1.7% | |
| Vanguard Small-Cap Index Admiral Fund Pooled separate account | — | — | — | $258K | 1.6% | |
| Invesco Equity and Income Fund Pooled separate account ** 494 * Janus Henderson Triton Fund Pooled separate account | — | — | — | $244K | 1.5% | |
| Notes receivable from participants December 2029 - | — | — | — | $231K | 1.4% | |
| Minnesota Life Guaranteed Return Account Guaranteed investment contract | — | — | — | $225K | 1.4% | |
| Vanguard Mid Cap Index Admiral Fund Pooled separate account | — | — | — | $217K | 1.3% | |
| Dodge & Cox Stock Fund Pooled separate account | — | — | — | $175K | 1.1% | |
| American Funds New World Fund Pooled separate account | — | — | — | $172K | 1.1% | |
| Columbia High Yield Bond Inst Pooled separate account | — | — | — | $172K | 1.1% | |
| Cohen & Steers RE Securities A Pooled separate account | — | — | — | $123K | 0.8% | |
| BNY Mellon Natural Resources Fund Pooled separate account | — | — | — | $106K | 0.7% | |
| Vanguard Target 2020 Fund Investor Pooled separate account ** 204 * Vanguard Target 2025 Fund Investor Pooled separate account | — | — | — | $67K | 0.4% | |
| DFA Inflation-Protected Securities Portfolio Fund Pooled separate account | — | — | — | $36K | 0.2% | |
| Vanguard Wellesley Income Admiral Fund Pooled separate account | — | — | — | $25K | 0.2% | |
| DFA U.S. Small Cap Portfolio Fund Pooled separate account | — | — | — | $22K | 0.1% |
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