How big is Onethirtyone LLC's plan?

Onethirtyone LLC's plan reported $31.0M in assets and 470 participants for 2024.

Original filing (PDF)20251015135705NAL0009943154001

Onethirtyone LLC

Name: Onethirtyone LLC — Onethirtyone LLC 401(k) Profit, Form 5500 (2024)
Creator: Onethirtyone LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Onethirtyone LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Onethirtyone LLC's Onethirtyone LLC 401(k) Profit Sharing Plan and Trust held $31.0M in plan assets for 470 participants in 2024, with Voya as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

470

Accounts w/ balance

581

Plan assets (EOY)

$31.0M

Net assets (EOY)

$31.0M

People on this filing

Elizabeth Nelson signed Onethirtyone LLC's 2024 Form 5500 as plan administrator.

Elizabeth Nelson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Onethirtyone LLC's EIN is 85-2967811.

EIN 85-2967811

Plan number 001

Plan year 2024

ACK ID 20251015135705NAL0009943154001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONETHIRTYONE LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 7K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

ONETHIRTYONE LLC

EIN

all filings

Address

6565 N MACARTHUR BLVD. 5TH FLOOR · IRVING, TX · 75039

Phone

(469) 965-9228

Industry

Finance & Insurance

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

2025-10-15

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	RECORD KEEPER	$24K	—

Investments

29 direct securities· $30.8M(99% of reported assets)

Mutual Funds

$19.5M

20 holdings

Common Collective Trusts

$8.1M

3 holdings

Other securities

$2.6M

2 holdings

Common Stocks

$201K

2 holdings

U.S. Treasuries

$184K

1 holding

Participant loans

$121K

1 holding

					% of plan
Charles Schwab S&P 500 Index Fund	Common Collective Trusts	—	—	$7.0M	22.5%
American Funds 2055 Target Date R6	Mutual Funds	—	—	$3.6M	11.6%
American Funds 2050 Target Date R6	Mutual Funds	—	—	$3.1M	10.1%
Clearbridge Large Cap Growth Fund I	Other securities	—	—	$2.2M	7.0%
American Funds 2040 Target Date R6	Mutual Funds	—	—	$2.1M	6.7%
American Funds 2060 Target Date R6	Mutual Funds	—	—	$2.0M	6.6%
American Funds 2045 Target Date R6	Mutual Funds	—	—	$1.9M	6.2%
Vanguard Federal Money Market Fund Investment	Mutual Funds	—	—	$1.5M	4.9%
American Funds 2035 Target Date R6	Mutual Funds	—	—	$1.4M	4.4%
Vanguard Equity Income Fund Admiral	Mutual Funds	—	—	$1.0M	3.3%
Vanguard Mid-Cap Index Fund Admiral	Common Collective Trusts	—	—	$863K	2.8%
American Funds 2030 Target Date R6	Mutual Funds	—	—	$482K	1.6%
Blackrock Mid Cap Growth Equity Institutional	Other securities	—	—	$406K	1.3%
American Funds 2070 Target Date R6 ** 198 American Funds EuroPacific R6	Mutual Funds	—	—	$378K	1.2%
American Funds 2065 Target Date R6	Mutual Funds	—	—	$362K	1.2%
Vanguard Tot Int Stk Index Funf Admiral	Mutual Funds	—	—	$321K	1.0%
Vanguard Mid-Cap Vl Index Fund Admiral	Common Collective Trusts	—	—	$307K	1.0%
DFA US Small Cap Portfolio Institutional	Mutual Funds	—	—	$280K	0.9%
American Funds 2025 Target Date R6	Mutual Funds	—	—	$260K	0.8%
Vanguard Short-Term Federal Fund Admiral	Mutual Funds	—	—	$226K	0.7%
Dodge & Cox Income Fund X	Mutual Funds	—	—	$194K	0.6%
American Funds 2020 Target Date R6	Mutual Funds	—	—	$188K	0.6%
Charles Schwab Treasury Inflation Protection Securities Index	U.S. Treasuries	—	—	$184K	0.6%
PIMCO Income Fund Institutional	Mutual Funds	—	—	$138K	0.4%
PGIM High Yield Fund R6 Registered Investment Company	Common Stocks	—	—	$137K	0.4%
Loans to participants, interest rates ranging from * Notes receivable from participants -	Participant loans	—	—	$121K	0.4%
Janus Henderson Triton Fund I	Mutual Funds	—	—	$73K	0.2%
Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company	Common Stocks	—	—	$64K	0.2%
American Funds 2010 Target Date R6	Mutual Funds	—	—	$6K	<0.1%