2023 Form 5500 filing — One Diversified, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015150912NAL0058337426001) for One Diversified, LLC 401(K) Plan, reported by One Diversified, LLC under EIN 42-1617340 and plan number 001. It reports 2,843 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150912NAL0058337426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- One Diversified, LLC
- EIN
- 42-1617340
- Plan number
- 001
- Location
- Kenilworth, NJ
- Participants
- 2,843
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,847,800
- Total liabilities (EOY)
- $2,095
- Net assets (EOY)
- $105,845,705
- Employer contributions
- $1,463,543
- Participant contributions
- $10,169,895
- Total income / additions
- $27,768,178
- Benefits paid
- $21,480,451
- Administrative expenses
- $312,629
- Total expenses
- $21,907,678
- Net increase / (decrease)
- $5,860,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $443,554 |
| Adp, Inc. | RECORDKEEPER | $282,105 | $0 |
| Wipfli | ACCOUNTANT | $20,000 | not reported in the loaded dataset |
| Robinson & Cole Llp | ATTORNEY | $7,380 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $3,144 | $0 |