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Sponsor portfolioTH

ONE SOURCE ASSOCIATES, INC.

EIN 52-1357709-construction-Latest filing 2024
Plans
3
Retirement
3
$24.7M assets
Welfare
0
Participants
153
9111 GUILFORD RD - COLUMBIA, MI 21046410-309-4900onesa.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#004401k-$24.3M - 88 part#002ESOP-$349K - 65 part#005CashBalance-$24 - 0 part

Retirement portfolio analytics

3 plans aggregated / $24.7M assets / 153 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PLAN AND TRUST (#004)99%
  • EMPLOYEE STOCK OWNERSHIP (#002)1%
  • PLAN AND TRUST (#005)0%
Total $24.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)88
  • EMPLOYEE STOCK OWNERSHIP (#002)65
Total 153Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

ONE SOURCE ASSOCIATES, INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

401k

Assets$24.3M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ONE SOURCE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$349K
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ONE SOURCE ASSOCIATES, INC. AMENDED AND RESTATED CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$24
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004ONE SOURCE ASSOCIATES, INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST401k$24.3M882024
002ONE SOURCE EMPLOYEE STOCK OWNERSHIP PLANESOP$349K652024
005ONE SOURCE ASSOCIATES, INC. AMENDED AND RESTATED CASH BALANCE PENSION PLAN AND TRUSTCashBalance$2402024
Retirement plans
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