Plan Ledger DOL Form 5500 · updated monthly

Onesource Virtual, Inc.401(k)

ONESOURCE VIRTUAL, INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Onesource Virtual, Inc. reported $62,703 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,566 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 3 years on file its reported administrative ratio has held roughly steady near 0.129%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,027th-largest of 5,688 plans among Texas employers on file, and the 2,684th of 11,654 in professional & technical services. In 2024, employees put in $3.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,993,292
Participants with balances1,149
Active participants987
Employer contributions$1,545,453
Employee contributions$5,572,611
Employer contribution per active participant$1,566
Average account balance$45,251
Benefits paid to participants$8,715,894
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.0M · 1,149 accts · $1.5M emplr
2023$45.5M · 1,103 accts · $1.4M emplr
2022$41.9M · 1,061 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,872
Investment management$56,831
Total administrative$62,703
The Onesource Virtual, Inc. 401(k) match · 2024
Employer contribution per active participant$1,566
Median for plans this size$2,416
2024$1,566 per active participant
2023$1,695 per active participant
2022$1,506 per active participant

Onesource Virtual, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
CREATIVE PLANNING LLC · Investment advisory (plan)$56,831
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,872

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

Administrative cost history3
2024$62,703 · 0.13%
2023$35,375 · 0.08%
2022$59,662 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Texas
Castle Biosciences Inc TX$52.9M · 0.25%
July Business Services TX$52.9M · 1.02%
Pgal, Inc. TX$49.4M · 0.10%
De Corp. TX$49.1M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 263101267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.