Retirement plan

ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN

Name: ONEONCOLOGY, LLC - ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN (2023) Form 5500
Creator: ONEONCOLOGY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN, ONEONCOLOGY, LLC

ONEONCOLOGY, LLCEIN 82-3416811Plan #001PY 2023

424 CHURCH ST., SUITE 2400 - NASHVILLE, TN 37219833-345-0300oneoncology.comLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$36.2M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$433.3M

-99.3% from 2020

Total participants

8,830

-86.8% from 2020

Average account balance

$49,331

-86.4% from 2020

Annual return

50.28%

-12804.30 pp from 2020

Benchmarks

See 224 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants5,000-9,999

Cohort224 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$584.69M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$63K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

9,288

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82.97M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+24.09%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$141

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766	Recordkeeping	$398,694
SHERIDAN ROAD ADVISORS LLC1 year Filed as: HUB INTERNATIONAL NORTHEAST Service code 26 · EIN 47-1411118	Advisory (Participants)	$262,933
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259	Securities Custodian	$63,432

Plan features & details

Pension benefit codes2E2F2G2J2T3H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$725K

$116 / participant

Recordkeeping$399K55.0%
Trustee / custodial$51K7.1%
Investment mgmt$263K36.3%
Other / not subdivided$12K1.7%

% of EOY assets

0.167%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LBMC, PC
Auditor EIN: 621199757
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,331

$59,312-16.8%

$149,740-67.1%

$103,657-52.4%

Participation rate

99.3%

70.3%+29.0pp

78.8%+20.5pp

73.4%+25.9pp

Annual return

50.28%

78.03%-27.8pp

134.51%-84.2pp

33.13%+17.2pp

Employer contribution / active EE

$5,076

$2,187+132.1%

$4,821+5.3%

$3,216+57.9%

Participant deferral / active EE

$5,116

$3,719+37.6%

$5,683-10.0%

$5,218-1.9%

Admin fee / account holder

$83

$103-19.6%

$13,222-99.4%

$114-27.7%

Provider

Service type

Compensation

SENTINEL PENSION ADVISORS4 years

Filed as: SENTINEL BENEFITS GROUP, LLC

Service code 15 · EIN 20-5916766

Recordkeeping

$398,694

SHERIDAN ROAD ADVISORS LLC1 year

Filed as: HUB INTERNATIONAL NORTHEAST

Service code 26 · EIN 47-1411118

Advisory (Participants)

$262,933

CHARLES SCHWAB & CO., INC.3 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 82-3967259

Securities Custodian

$63,432

ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion