How big is Onebrief, Inc.'s plan?

Onebrief, Inc.'s plan reported $1.9M in assets and 120 participants for 2024.

Original filing (PDF)20251011114019NAL0008484209001

Onebrief, Inc.

Name: Onebrief, Inc. — Onebrief, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Onebrief, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Onebrief, Inc. 401(k) Plan

401(k) retirement plan · Onebrief, Inc.'s Onebrief, Inc. 401(k) Plan held $1.9M in plan assets for 120 participants in 2024.

Signals · 1

No auditor on file

Active participants

120

Accounts w/ balance

130

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Richard Tatum signed Onebrief, Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Onebrief, Inc.'s EIN is 83-2200300.

EIN 83-2200300

Plan number 001

Plan year 2024

ACK ID 20251011114019NAL0008484209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Onebrief, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Onebrief, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONEBRIEF, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off