One Source Advisors Inc
Dublin, OH
One Source Advisors Inc of Dublin, OH is the broker of record on 12 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $281,182 in reported broker commissions (plan year 2025).
Quick answer
One Source Advisors Inc (Dublin, OH) is the broker of record for 8 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does One Source Advisors Inc have?
- One Source Advisors Inc is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
- Who are One Source Advisors Inc's largest employer clients?
- By plan participants, the largest include California Charter Schools Ewbt (1,718 participants), Northern California Retired Officers Community (372 participants) and Garton Tractor Inc. (281 participants).
- How much does One Source Advisors Inc earn in commissions?
- Insurers reported $281,182 in broker commissions and $13,301 in fees paid to One Source Advisors Inc for plan year 2025, per Schedule A Part 1.
- Where is One Source Advisors Inc located?
- One Source Advisors Inc is based in Dublin, OH and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming One Source Advisors Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| California Charter Schools Ewbt | CA | 1,718 | 2024-12-31 |
| Northern California Retired Officers Community | CA | 372 | 2024-12-31 |
| Garton Tractor Inc. | CA | 281 | 2025-05-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.