Sponsor portfolio

ONE + ONE WEALTH MANAGEMENT, LLC

EIN 85-2795821investment managementLatest filing 2025

Plans

Retirement

$1.5M assets

Welfare

Participants

1061 E. INDIANTOWN RD, SUITE 300 - JUPITER, FL 33477561-972-4410oneplusonewealth.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$1.5M - 8 part

Plan 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#001

ONE + ONE WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$1.5M

Participants8

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	ONE + ONE WEALTH MANAGEMENT 401(K) PLAN	401k	$1.5M	8	2025

Retirement plans