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Original filing (PDF)20251009141246NAL0011634528001
ONBE, INC.
Form 5500
FILING_RECEIVED
ONBE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
331
Accounts w/ balance
373
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONBE, INC..
Plan sponsor
Name
ONBE, INC.
EIN
85-4102472
Address
555 E. NORTH LANE SUITE 5040 · CONSHOHOCKEN, PA · 19428
Phone
(847) 325-4330
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
WARADY & DAVIS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
28 direct securities· $24.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $3.8M | 15.1% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $3.7M | 14.8% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $2.8M | 11.0% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $2.1M | 8.4% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $1.9M | 7.5% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $1.4M | 5.6% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $1.4M | 5.5% | |
| MFS Massachusetts Investors Growth Stock R6 | — | — | — | $1.2M | 4.7% | |
| Fidelity US Bond Index | — | — | — | $753K | 3.0% | |
| Ishares MSCI Total International Index K | — | — | — | $743K | 3.0% | |
| Invesco Discovery Mid Cap Growth R6 | — | — | — | $583K | 2.3% | |
| Empower Retirement EI Fixed Account - Series Class I | — | — | — | $528K | 2.1% | |
| American Funds EuroPacific Growth R6 | — | — | — | $478K | 1.9% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $441K | 1.8% | |
| Ishares Russell Mid-Cap Index K | — | — | — | $426K | 1.7% | |
| Blackrock Lifepath Index Retirement K | — | — | — | $381K | 1.5% | |
| Blackrock Lifepath Index 2065 K | — | — | — | $313K | 1.3% | |
| Ishares Russell 2000 Small-Cap Index K | — | — | — | $245K | 1.0% | |
| Franklin Small Cap Value R6 | — | — | — | $241K | 1.0% | |
| Janus Henderson Triton N | — | — | — | $238K | 1.0% | |
| Maturing through November 2029 — | — | — | — | $204K | 0.8% | |
| Federated Hermes Institutional High Yield Bond R6 | — | — | — | $196K | 0.8% | |
| MFS Mid Cap Value R6 | — | — | — | $194K | 0.8% | |
| Blackrock Total Return K | — | — | — | $172K | 0.7% | |
| American Funds American Mutual R6 | — | — | — | $160K | 0.6% | |
| American Funds Inflation Linked Bond R6 | — | — | — | $98K | 0.4% | |
| American Funds New World R6 | — | — | — | $85K | 0.3% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $60K | 0.2% |
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