How big is The One Financial Group, LLC's plan?

The One Financial Group, LLC's plan reported $1.0M in assets and 1 participants for 2025.

Original filing (PDF)20260410172713NAL0017803538001

The One Financial Group, LLC

Name: The One Financial Group, LLC — The One Financial, Form 5500 (2025)
Creator: The One Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The One Financial Group, LLC Retirement Plan

401(k) retirement plan · The One Financial Group, LLC's The One Financial Group, LLC Retirement Plan held $1.0M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

The One Financial Group, LLC's EIN is 81-3195093.

EIN 81-3195093

Plan number 001

Plan year 2025

ACK ID 20260410172713NAL0017803538001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The One Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The One Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ONE FINANCIAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

THE ONE FINANCIAL GROUP, LLC

EIN

all filings

Address

2419 109TH AVE. SE · BELLEVUE, WA · 98004

Phone

(425) 638-2112

Industry

Finance & Insurance

Plan administrator