Back to filter
Original filing (PDF)20251013074746NAL0001436816001
ONEASCENT HOLDINGS, LLC
Form 5500-SF
FILING_RECEIVED
ONEASCENT 401(K) PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
51
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONEASCENT HOLDINGS, LLC.
Plan sponsor
Name
ONEASCENT HOLDINGS, LLC
EIN
81-4961140
Address
23 INVERNESS CENTER PARKWAY · BIRMINGHAM, AL · 35242
Phone
(205) 313-9142
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
KANEN WEALTH MANAGEMENT
KANEN WEALTH MANAGEMENT PENSION PLAN
$3.2M · 4 participants
DORSEY ASSET MANAGEMENT LLC
DORSEY ASSET MANAGEMENT LLC 401(K) PLAN AND TRUST
$3.2M · 7 participants
RJR CONSULTING, INC.
RJR CONSULTING, INC. 401(K) PLAN
$3.2M · 6 participants
CLEARLAKE FAMILY OFFICE, INC.
CLEARLAKE FAMILY OFFICE, INC. 401K PROFIT SHARING PLAN
$3.2M · 11 participants
THE MCLAUGHLIN COMPANIES, LLC
THE MCLAUGHLIN COMPANIES, LLC 401(K) PLAN
$3.2M · 46 participants
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT, LLC
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT 401(K) PLAN
$3.2M · 10 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