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Original filing (PDF)20251118100229NAL0001359219001
ONS MSO, LLC
Form 5500
FILING_RECEIVED
ONS SAVINGS PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 0.1 mo
Active participants
1,941
Accounts w/ balance
1,495
Plan assets (EOY)
$133.1M
Net assets (EOY)
$133.1M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONS MSO, LLC.
Plan sponsor
Name
ONS MSO, LLC
EIN
84-1758967
Address
5 HIGH RIDGE PARK, 2ND FLOOR · STAMFORD, CT · 06905
Phone
(203) 869-1145
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-18
Pension benefit codes
2K · 401(m) arrangement
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WILKIN & GUTTENPLAN, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$57K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA INC. | 11-2551174 | — | INVESTMENT ADVISORY | $95K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER | $62K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILKIN GUTTENPLAN | 22-2612018 | — | ACCOUNTANT/AUDITOR | $29K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.