How big is One Towne Square Consulting, LLC's plan?

One Towne Square Consulting, LLC's plan reported $9.8M in assets and 14 participants for 2025.

Original filing (PDF)20260116130947NAL0024683970001

One Towne Square Consulting, LLC

Name: One Towne Square Consulting, LLC — One Towne Square, Form 5500 (2025)
Creator: One Towne Square Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

One Towne Square Consulting, LLC Retirement Plan

401(k) retirement plan · One Towne Square Consulting, LLC's One Towne Square Consulting, LLC Retirement Plan held $9.8M in plan assets for 14 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

James Grosfeld signed One Towne Square Consulting, LLC's 2025 Form 5500 as plan administrator.

James Grosfeld — 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 Towne Square Consulting, LLC's EIN is 87-1317474.

EIN 87-1317474

Plan number 001

Plan year 2025

ACK ID 20260116130947NAL0024683970001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for One Towne Square Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

One Towne Square Consulting, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONE TOWNE SQUARE CONSULTING, 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