How big is One2one Insurance Advisors, LLC's plan?

One2one Insurance Advisors, LLC's plan reported $939K in assets and 6 participants for 2024.

Original filing (PDF)20250619062702NAL0001684691001

One2one Insurance Advisors, LLC

Name: One2one Insurance Advisors, LLC — One2one Insurance, Form 5500 (2024)
Creator: One2one Insurance Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

One2one Insurance Advisors, LLC 401(k) Plan

401(k) retirement plan · One2one Insurance Advisors, LLC's One2one Insurance Advisors, LLC 401(k) Plan held $939K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$939K

Net assets (EOY)

$939K

Plan identifiers

One2one Insurance Advisors, LLC's EIN is 83-4607458.

EIN 83-4607458

Plan number 001

Plan year 2024

ACK ID 20250619062702NAL0001684691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for One2one Insurance Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

One2one Insurance Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONE2ONE INSURANCE ADVISORS, 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

Knocking points off