AUMdb

Oneoncology, Llc Onerewards Retirement Plan

Sponsored by Oneoncology, Llc · EIN 823416811 · Plan #001

Total assets
$585M
Net assets
$585M
Active participants
7,980
With balances
9,288

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Benefits Group, Llc Recordkeeping, Direct payment from the plan $820,790
Hub International Northeast Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $382,396
Charles Schwab Trust Bank Custodial (securities), Trustee (institutional), Direct payment from the plan $106,371