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ONEPLAN SOLUTIONS, LLC — ONEPLAN PORTFOLIO SOLUTIONS, LLC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241008114404NAL0028472272001
ONEPLAN SOLUTIONS, LLC
Form 5500-SF
FILING_RECEIVED
ONEPLAN PORTFOLIO SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
23
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ONEPLAN SOLUTIONS, LLC
.
Find decision makers
Plan sponsor
Name
ONEPLAN SOLUTIONS, LLC
EIN
85-2943125
Address
251 N CITY DR. SUITE 128F #113 · SAN MARCOS, CA · 92078
Phone
(619) 847-4102
Industry
Accommodation & Food Services
see all
Plan administrator
Name
ADMINISTRATIVE GROUP , LLC DBA TAG RESOURCES
EIN
62-1874769
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
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BIG TIME RESTAURANT GROUP CORP
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Knocking points off
64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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