401k Record

Employers › One Planet Group

One Planet Group 401(k)

Recordkeeping fees per participant · One Planet Group, LLC 401(k) Plan · plan year 2024

$111.75

Higher than 62% of the 14,075 plans $10 to 50M that report it.

Source

= $25,815 / 231
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010122743NAL0018518242001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010122743NAL0018518242001, received 2025-10-10

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.

Cost and contributions

Administrative expenses excluding investment management, per participant

$214.49

10th: $15.36median $118.8890th: $340.63

Higher than 75% of the 24,371 plans $10 to 50M that report it.

Source

= $49,547 / 231
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010122743NAL0018518242001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010122743NAL0018518242001, received 2025-10-10

Administrative expenses per participant

$214.49

10th: $26.86median $197.2590th: $456.10

Higher than 54% of the 25,098 plans $10 to 50M that report it.

Source

= $49,547 / 231
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010122743NAL0018518242001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010122743NAL0018518242001, received 2025-10-10

Administrative expenses as a share of assets

0.211%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 36% of the 25,132 plans $10 to 50M that report it.

Source

= $49,547 / $23,513,578
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010122743NAL0018518242001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010122743NAL0018518242001, received 2025-10-10

Employer contributions per participant

$973

10th: $664median $2,07490th: $4,751

Higher than 17% of the 24,050 plans $10 to 50M that report it.

Source

= $224,853 / 231
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010122743NAL0018518242001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010122743NAL0018518242001, received 2025-10-10

Employer share of total contributions

18.1%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 19% of the 24,084 plans $10 to 50M that report it.

Source

= $224,853 / $1,241,568
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010122743NAL0018518242001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010122743NAL0018518242001, received 2025-10-10

Plan terms, as stated in One Planet Group LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010122743NAL0018518242001, received 2025-10-10

Full record, One Planet Group, LLC 401(k) Plan

FieldValueSource
Plan sponsorONE PLANET GROUP, LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010122743NAL0018518242001, received 2025-10-10
Plan nameONE PLANET GROUP, LLC 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251010122743NAL0018518242001, received 2025-10-10
Sponsor EIN / plan number85-1221674 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010122743NAL0018518242001, received 2025-10-10
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010122743NAL0018518242001, received 2025-10-10
Sponsor locationWALNUT CREEK, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010122743NAL0018518242001, received 2025-10-10
Industry (business code)441110, Retail tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010122743NAL0018518242001, received 2025-10-10
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010122743NAL0018518242001, received 2025-10-10
Filing received2025-10-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010122743NAL0018518242001, received 2025-10-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010122743NAL0018518242001, received 2025-10-10
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251010122743NAL0018518242001, received 2025-10-10
Participants, beginning of year276Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010122743NAL0018518242001, received 2025-10-10
Active participants80Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010122743NAL0018518242001, received 2025-10-10
Participants, end of year232Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010122743NAL0018518242001, received 2025-10-10
Participants with an account balance231Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010122743NAL0018518242001, received 2025-10-10
Total assets, beginning of year$22,932,721Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010122743NAL0018518242001, received 2025-10-10
Total assets, end of year$23,513,578Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010122743NAL0018518242001, received 2025-10-10
Net assets, end of year$23,513,578Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010122743NAL0018518242001, received 2025-10-10
Total income$4,827,485Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010122743NAL0018518242001, received 2025-10-10
Net income$580,857Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010122743NAL0018518242001, received 2025-10-10
Employer contributions$224,853Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010122743NAL0018518242001, received 2025-10-10
Participant contributions$941,955Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010122743NAL0018518242001, received 2025-10-10
Other contributions (incl. rollovers)$74,760Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010122743NAL0018518242001, received 2025-10-10
Total contributions$1,241,568Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010122743NAL0018518242001, received 2025-10-10
Benefit payments$4,190,227Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010122743NAL0018518242001, received 2025-10-10
Total expenses (incl. benefit payments)$4,246,628Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010122743NAL0018518242001, received 2025-10-10
Total administrative expenses$49,547Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010122743NAL0018518242001, received 2025-10-10
Contract administrator fees$23,732Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010122743NAL0018518242001, received 2025-10-10
Recordkeeping fees$25,815Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010122743NAL0018518242001, received 2025-10-10
Administrative expenses excluding investment management$49,547derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010122743NAL0018518242001, received 2025-10-10
Held in common/collective trusts$15,437,544Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010122743NAL0018518242001, received 2025-10-10
Held in mutual funds$8,029,953Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010122743NAL0018518242001, received 2025-10-10
Independent auditorBPM LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010122743NAL0018518242001, received 2025-10-10

Position = column in the DOL layout for form year 2024. Filing 20251010122743NAL0018518242001, received 2025-10-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
ONEDIGITAL INVESTMENT ADVISORS LLCINVESTMENT ADVISOR 27 Investment advisory (plan) $25,415no
EMPOWER ANNUITY INSURANCE COMPANYrecordkeeperRECORDKEEPER 64 Recordkeeping fees $23,693no
RESOURCES INVESTMENT ADVISORS, LLCINVESTMENT MGMT 28 Investment management $40no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010122743NAL0018518242001, received 2025-10-10.

What changed since the 2023 plan year

Figure20232024Change
Total assets$22,932,721$23,513,5782.5%
Participants with a balance265231-12.8%
Administrative expenses$9,318$49,547431.7%
Recordkeeping fees per participantnot reported$111.75
Employer contributions$91,629$224,853145.4%

Prior filing 20241011124836NAL0022768561001, received 2024-10-11; the plan years are contiguous.

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Sponsor name as filed: ONE PLANET GROUP, LLC; SEC registrant: One Planet Group LLC (CIK 1939800, matched by EIN).