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Original filing (PDF)20251010122743NAL0018518242001
ONE PLANET GROUP, LLC
Form 5500
FILING_RECEIVED
ONE PLANET GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
80
Accounts w/ balance
231
Plan assets (EOY)
$23.5M
Net assets (EOY)
$23.5M
How this plan invests
This plan
22 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Blackrock Equity Index Fund R Common/collective trust fund" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONE PLANET GROUP, LLC.
Plan sponsor
Name
ONE PLANET GROUP, LLC
EIN
85-1221674
Address
1820 BONANZA ST · WALNUT CREEK, CA · 94596
Phone
(925) 378-2429
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $40 | — |
Investments
18 direct securities · 22 pooled funds· $23.5M(100% of reported assets)
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.
Common Collective Trust
$15.4M
22 holdings
Uncategorized
$8.1M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $648K | 2.8% | |
| Fidelity Intl Cptl Apprec K6 Mutual fund | — | — | — | $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 | — | — | — | $471K | 2.0% | |
| Invesco Discovery R6 Mutual fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $55K | 0.2% | |
| Participant loans 4.40% to 9.75%, various maturities | — | — | — | $46K | 0.2% | |
| Putnam Large Cap Value R6 Mutual fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $14K | <0.1% | |
| Parnassus Value Equity Institutional Mutual fund | — | — | — | $14K | <0.1% | |
| Calvert Equity R6 Mutual fund | — | — | — | $14K | <0.1% | |
| Calvert Bond R6 Mutual fund | — | — | — | $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 | — | — | — | $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% |
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