Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#004)$29.0M
Filings through .
Top hat
One Source Associates, Inc.
EIN 52-1357709constructionLatest filing 2025
Plans
3
Retirement
3
$40.5M assets
Health & Benefits
0
Participants
150
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $40.5M assets / 150 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
ONE SOURCE ASSOCIATES, INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST
401(k)
Assets$29.0M
Participants86
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ONE SOURCE EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.4M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
ONE SOURCE ASSOCIATES, INC. AMENDED AND RESTATED CASH BALANCE PENSION PLAN AND TRUST
Cash balance
Assets$24
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | ONE SOURCE ASSOCIATES, INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST | 401(k) | $29.0M | 86 | 2025 |
| #002 | ONE SOURCE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.4M | 64 | 2025 |
| #005 | ONE SOURCE ASSOCIATES, INC. AMENDED AND RESTATED CASH BALANCE PENSION PLAN AND TRUST | Cash balance | $24 | 0 | 2024 |
- #004 · 401(k) · 202586
- #002 · ESOP · 202564
- #005 · Cash balance · 20240
Retirement plans