How big is Oneteam Financial, LLC's plan?

Oneteam Financial, LLC's plan reported $2.3M in assets and 20 participants for 2024.

Original filing (PDF)20250826135038NAL0015186096001

Oneteam Financial, LLC

Name: Oneteam Financial, LLC — Oneteam Financial, LLC, Form 5500 (2024)
Creator: Oneteam Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oneteam Financial, LLC 401(k) Plan

401(k) retirement plan · Oneteam Financial, LLC's Oneteam Financial, LLC 401(k) Plan held $2.3M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Andrew P. Serzan signed Oneteam Financial, LLC's 2024 Form 5500 as plan administrator.

Andrew P. Serzan — 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

Oneteam Financial, LLC's EIN is 83-2291174.

EIN 83-2291174

Plan number 001

Plan year 2024

ACK ID 20250826135038NAL0015186096001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oneteam Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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