ONE DEGREE ADVISORS, INC.
ONE DEGREE ADVISORS, INC. 401(K) PLAN · For the plan year ended Dec 31, 2025
Plan summary
The numbers that matter first
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
A current plan document is needed to verify the formula.
$10,805 was reported per active participant, but this is not a match limit.
A dated plan document is needed.
Plan-paid administrative cost per participant; fund and employee fees may be separate.
The public filing does not provide a current, complete fund menu.
A current plan document is needed.
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 0.0% of assets
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
How this filing compares
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, ONE DEGREE ADVISORS, INC. reported $108,046 in employer contributions across this plan, or $10,805 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $108,046 $10,805 per active participant
- Participant contributions
- $64,621
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 62.6%
- Active participants
- 10 Small plan
- Total participants
- 11 11 at the beginning of the year
- Ending assets
- $1,215,667 $110,515 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $3,687,604
- Ending net assets
- $1,215,667
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $758,118
- Total expenses
- $3,230,055
- Administrative expenses
- $1,945 $177 per active participant
- Participant loans
- $0 0.0% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $10,805 | 10 | 1.2M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 0.0%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 330940439-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2008
- Industry
- Finance and insurance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2R2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
What it says about vesting
on thereof. Option Grants On July 16 , 2024 , the effective date of shareholder approval to increase the number of shares authorized under the 2022 Plan, we granted a total of 128 fully vested, non-qualified options to purchase shares of common stock at a per share exercise price of $ 1,272.00 to the following directors and in the amounts listed: (i) Stephen Toovey ( 32 common stock options), (ii) Charles Allen ( 32 common stock options), (iii) Paul Field ( 32 common stock options) and (iv) Cheryl Xu ( 32 common stock options). On July 16 , 2024 , the effective date of shareholder approval to increase the number of shares authorized under the 2022 Plan, we granted a total of 3,084 options to purchase shares of common stock at a per share exercise price of $ 240.00 to Geoff Dow, our Chief E
What it says about fees
ensed over the service period as the services are provided. We have also issued shares of our common stock to vendors in exchange for research and development services General and Administrative Expenses Our general and administrative expenses primarily consist of salaries, advertising and promotion expenses, professional services fees, such as consulting, audit, accounting and legal fees, general corporate costs and allocated costs, including facilities, information technology and amortization of intangibles. Interest and Other Income (Expense), Net We earn interest income from cash invested in interest-bearing accounts, as well as cash equivalents and short-term investments consisting of certificates of deposits with original maturities ranging from three to six months. Interest expense
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.