Plan Ledger DOL Form 5500 · updated monthly

One True Holding Company401(k)

ONE TRUEACCORD 401(K) PLAN · LENEXA, KS · plan year 2024

Reported admin expense ratio · 2024
0.19%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

One True Holding Company reported $27,019 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.65% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 380th-largest of 828 plans among Kansas employers on file, and 3,500th of 4,798 in finance & insurance. In 2024, employees put in $9322.69 for every $1.00 the employer contributed; active participation has shrunk from 312 to 209 since 2022.

Plan summary
Net assets, end of year$15,082,303
Participants with balances322
Active participants209
Employer contributions$188
Employee contributions$1,752,665
Employer contribution per active participant$1
Average account balance$46,839
Benefits paid to participants$2,364,727
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN&CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 322 accts · $188 emplr
2023$13.5M · 349 accts · $1.0M emplr
2022$10.3M · 401 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,669
Investment management$1,350
Total administrative$27,019
The One True Holding Company 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$2,416
2024$1 per active participant
2023$4,614 per active participant
2022$3,780 per active participant

One True Holding Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$27,020

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,019 · 0.19%
2023$24,911 · 0.21%
2022$64,944 · 0.65%
Same employer
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Modern Wealth Business, LLC KS$16.5M · 0.11%
Bcinsourcing, LLC KS$16.2M · 0.18%
Community Bancshares, Inc. KS$15.1M · 0.18%
Exchange Bank & Trust KS$15.0M · 0.32%
Azura Credit Union KS$14.1M · 0.06%
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Source: U.S. Department of Labor, Form 5500 series, EIN 462914847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.