JOSH Barsetti signed One Planet Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
One Planet Group, LLC's EIN is 85-1221674.
Download the official 2024 Form 5500 (PDF) for One Planet Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)One Planet Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $40 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $7.1M | 30.3% | |
| JPmorgan Large Cap Growth R6 Mutual fund | Other securities | — | — | $2.5M | 10.6% | |
| T ROWE PRICE RET BLEND TRUST 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.4M | 5.9% | |
| Allspring Core Plus Bond R6 Mutual fund | Other securities | — | — | $1.2M | 5.1% | |
| T ROWE PRICE RET BLEND TRUST 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.2M | 4.9% | |
| AB Government Money Market I Mutual fund | Cash / Money Market | — | — | $1.1M | 4.6% | |
| T ROWE PRICE RET BLEND TRUST 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.1M | 4.6% | |
| T ROWE PRICE RET BLEND TRUST 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.0M | 4.4% | |
| Invesco Msci World Sri Index R6 Mutual fund | Mutual Funds | — | — | $924K | 3.9% | |
| T ROWE PRICE RET BLEND TRUST 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $876K | 3.7% | |
| BLACKROCK MIDCAPEQUITY INDEX FUND R GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $835K | 3.6% | |
| T ROWE PRICE RET BLEND TRUST 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $817K | 3.5% | |
| DFA US Targeted Value I Mutual fund | Mutual Funds | — | — | $648K | 2.8% | |
| Fidelity Intl Cptl Apprec K6 Mutual fund | Mutual Funds | — | — | $523K | 2.2% | |
| T ROWE PRICE RET BLEND TRUST 2055 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $482K | 2.0% | |
| Janus Henderson Enterprise N Mutual fund | Mutual Funds | — | — | $471K | 2.0% | |
| Invesco Discovery R6 Mutual fund | Mutual Funds | — | — | $427K | 1.8% | |
| BLACKROCK EAFE EQUITY INDEX FEE CLR GREAT GRAY · EIN 20-3802495 / PN 001 | Common Collective Trust | — | — | $211K | 0.9% | |
| T ROWE PRICE RET BLEND TRUST 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $172K | 0.7% | |
| BLACKROCK RUSSELL 2000 INDX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $130K | 0.6% | |
| Victory Sycamore Established Value R6 Mutual fund | Other securities | — | — | $114K | 0.5% | |
| AMI DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $67K | 0.3% | |
| Pimco Income Instl Mutual fund | Mutual Funds | — | — | $55K | 0.2% | |
| Participant loans 4.40% to 9.75%, various maturities | Bonds / Notes | — | — | $46K | 0.2% | |
| Putnam Large Cap Value R6 Mutual fund | Mutual Funds | — | — | $35K | 0.1% | |
| T ROWE PRICE RET BLEND TRUST 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $31K | 0.1% | |
| T ROWE PRICE RET BLEND TRUST 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $31K | 0.1% | |
| Calvert Us Large Cap Core Rspnb Idx R6 Mutual fund | Common Collective Trusts | — | — | $16K | <0.1% | |
| AMI INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| Calvert Us Mid Cap Core Rspnb Idx R6 Mutual fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| Parnassus Value Equity Institutional Mutual fund | Other securities | — | — | $14K | <0.1% | |
| Calvert Equity R6 Mutual fund | Other securities | — | — | $14K | <0.1% | |
| Calvert Bond R6 Mutual fund | U.S. Treasuries | — | — | $13K | <0.1% | |
| AMI CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| AMI PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| Goldman Sachs International Eq Esg R6 Mutual fund | Other securities | — | — | $3K | <0.1% | |
| AMI INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| RESOURCES DIVERS RISK MITIGATTION ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
