Sponsor portfolio
ONE FINANCIAL SERVICES LLC
EIN 27-0563164financial servicesLatest filing 2024
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
20
1605 N. CEDAR CREST BLVD., SUITE 515 - ALLENTOWN, PA 181042312610-437-3500onefinancialservices.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NOTHELFERMORRONE, 401(K) SAFE HARBOR PROFIT SHARING PLAN | 401k | $2.0M | 20 | 2024 |
Retirement plans