How big is One Source Wealth Management, LLC's plan?

One Source Wealth Management, LLC's plan reported $2.9M in assets and 5 participants for 2024.

Original filing (PDF)20250710114453NAL0015040850001

One Source Wealth Management, LLC

Name: One Source Wealth Management, LLC — One Source, Form 5500 (2024)
Creator: One Source Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

One Source Wealth Management, LLC 401-K Retirement Plan

401(k) retirement plan · One Source Wealth Management, LLC's One Source Wealth Management, LLC 401-K Retirement Plan held $2.9M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Robert Berriman signed One Source Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Robert Berriman — 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

One Source Wealth Management, LLC's EIN is 86-1697443.

EIN 86-1697443

Plan number 001

Plan year 2024

ACK ID 20250710114453NAL0015040850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for One Source Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

One Source Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

ONE SOURCE WEALTH MANAGEMENT, LLC

EIN

all filings

Address

16 AARON DR · TOPSFIELD, MA · 019831100

Phone

(413) 759-0000

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator