Original filing (PDF)20250514132057NAL0042425666001

ONE TO ONE WEALTH STRATEGIES L

Name: ONE TO ONE WEALTH STRATEGIES L — ONE TO ONE WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ONE TO ONE WEALTH STRATEGIES L

Form 5500-SF

FILING_RECEIVED

ONE TO ONE WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONE TO ONE WEALTH STRATEGIES L.

Plan sponsor

Name

ONE TO ONE WEALTH STRATEGIES L

EIN

81-3943553

Address

7500 E. PINNACLE PEAK RD. · STE. A-104 · SCOTTSDALE, AZ · 85255

Phone

(623) 850-0016

Industry

Finance & Insurancesee 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

2025-05-14

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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