How big is Oneplan Portfolio Solutions, LLC's plan?

Oneplan Portfolio Solutions, LLC's plan reported $2.5M in assets and 36 participants for 2024.

Original filing (PDF)20250930154450NAL0012486945001

Oneplan Portfolio Solutions, LLC

Name: Oneplan Portfolio Solutions, LLC — Oneplan Portfolio, Form 5500 (2024)
Creator: Oneplan Portfolio Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oneplan Portfolio Solutions, LLC 401(k) Plan

401(k) retirement plan · Oneplan Portfolio Solutions, LLC's Oneplan Portfolio Solutions, LLC 401(k) Plan held $2.5M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

TARA Evans, for TAG Resources signed Oneplan Portfolio Solutions, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Oneplan Portfolio Solutions, LLC's EIN is 93-2251223.

EIN 93-2251223

Plan number 001

Plan year 2024

ACK ID 20250930154450NAL0012486945001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off