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LLC · Connecticut registry

ONEPLAN PORTFOLIO SOLUTIONS LLC

LLC in Location not reported, Connecticut · Document #3385040 · Active

Record reference date: October 18, 2026

Details may be incomplete or outdated. “Not reported” means a usable value is unavailable.

About this record

ONEPLAN PORTFOLIO SOLUTIONS LLC is an active Connecticut limited liability company filed on February 25, 2026 (document 3385040). Its registered agent is Secretary of State.

Registration details

Status
ActiveRecord reference date: October 18, 2026
Entity type
Limited Liability Company
Filed
February 25, 2026Reported filing date
Document number
3385040
Registration jurisdiction
Connecticut
Principal city + ZIP
Connecticut registry 92009-8466
Registered agent
Secretary of State
Home state
Delaware
Industry (NAICS)
Computer Systems Design Services (541512) · null
Address
3502 Sitio Espino, Carlsbad, CA, 92009-8466

Registered agent and officers

Names and roles are reported on filings; matching names do not establish identity or ownership.

Registered agent
Secretary of State
Principal
ONEPLAN HOLDCO LLC

What this status means / annual report due date

Connecticut reports an active registration. This does not by itself establish good standing, licensing, ownership or that the business is currently trading.

Connecticut LLC annual reports are filed January 1 through March 31, starting in the year after registration. Other entity types can have different reporting schedules.

Additional business details

View historical details and available fields

Historical values may differ from the registration summary.

Record reference date: 2026-11-02

Directory details

Names

Legal
ONEPLAN PORTFOLIO SOLUTIONS LLC
Home Jurisdiction
ONEPLAN PORTFOLIO SOLUTIONS LLC

Entity

Type
Limited liability company

Registration

Status
Active
Number
3385040
Citizenship
Foreign
Formation Place
DELAWARE
Home Jurisdiction
DE

Dates

Annual Report Due
2027-03-31
Began Transacting
2026-02-27
Registration
2026-02-25

Addresses

Business · Street 1
3502 Sitio Espino
Business · City
Carlsbad
Business · Country
US
Business · Postal Code
92009-8466
Business · Region
CA
Mailing · Text
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

Contacts

Business Email
uspayrolltax@oneplan.ai

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Computer Systems Design Services (541512)

Additional reported values

Other reported details

Id
001eq000017sfJNAAY
Business Type
LLC
Status
Active
Account Number
3385040
Annual Report Due Date
03/31/2027
Began Transacting in CT
02/27/2026
Citizenship
Foreign
Date Registration
02/25/2026
Formation Place
DELAWARE
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-11-02 00:13:06.1833333

Names and reported roles

Name
ONEPLAN PORTFOLIO SOLUTIONS LLC
Business Name in state country
ONEPLAN PORTFOLIO SOLUTIONS LLC

Addresses and locations

Business Street
3502 Sitio Espino
Business City
Carlsbad
Business Country
United States
Business ZIP
92009-8466
Business State
CA
State or Territory Formation
DELAWARE

Mailing information

Business Email Address
uspayrolltax@oneplan.ai
Mailing Address
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Computer Systems Design Services (541512)

Record reference date: 2026-10-24

Directory details

Names

Legal
ONEPLAN PORTFOLIO SOLUTIONS LLC
Home Jurisdiction
ONEPLAN PORTFOLIO SOLUTIONS LLC

Entity

Type
Limited liability company

Registration

Status
Active
Number
3385040
Citizenship
Foreign
Formation Place
DELAWARE
Home Jurisdiction
DE

Dates

Annual Report Due
2027-03-31
Began Transacting
2026-02-27
Registration
2026-02-25

Addresses

Business · Street 1
3502 Sitio Espino
Business · City
Carlsbad
Business · Country
US
Business · Postal Code
92009-8466
Business · Region
CA
Mailing · Text
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

Contacts

Business Email
uspayrolltax@oneplan.ai

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Computer Systems Design Services (541512)

Additional reported values

Other reported details

Id
001eq000017sfJNAAY
Business Type
LLC
Status
Active
Account Number
3385040
Annual Report Due Date
03/31/2027
Began Transacting in CT
02/27/2026
Citizenship
Foreign
Date Registration
02/25/2026
Formation Place
DELAWARE
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-24 00:12:52.1166667

Names and reported roles

Name
ONEPLAN PORTFOLIO SOLUTIONS LLC
Business Name in state country
ONEPLAN PORTFOLIO SOLUTIONS LLC

Addresses and locations

Business Street
3502 Sitio Espino
Business City
Carlsbad
Business Country
United States
Business ZIP
92009-8466
Business State
CA
State or Territory Formation
DELAWARE

Mailing information

Business Email Address
uspayrolltax@oneplan.ai
Mailing Address
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Computer Systems Design Services (541512)

Record reference date: 2026-10-23

Directory details

Names

Legal
ONEPLAN PORTFOLIO SOLUTIONS LLC
Home Jurisdiction
ONEPLAN PORTFOLIO SOLUTIONS LLC

Entity

Type
Limited liability company

Registration

Status
Active
Number
3385040
Citizenship
Foreign
Formation Place
DELAWARE
Home Jurisdiction
DE

Dates

Annual Report Due
2027-03-31
Began Transacting
2026-02-27
Registration
2026-02-25

Addresses

Business · Street 1
3502 Sitio Espino
Business · City
Carlsbad
Business · Country
US
Business · Postal Code
92009-8466
Business · Region
CA
Mailing · Text
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

Contacts

Business Email
uspayrolltax@oneplan.ai

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Computer Systems Design Services (541512)

Additional reported values

Other reported details

Id
001eq000017sfJNAAY
Business Type
LLC
Status
Active
Account Number
3385040
Annual Report Due Date
03/31/2027
Began Transacting in CT
02/27/2026
Citizenship
Foreign
Date Registration
02/25/2026
Formation Place
DELAWARE
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-23 00:12:53.7133333

Names and reported roles

Name
ONEPLAN PORTFOLIO SOLUTIONS LLC
Business Name in state country
ONEPLAN PORTFOLIO SOLUTIONS LLC

Addresses and locations

Business Street
3502 Sitio Espino
Business City
Carlsbad
Business Country
United States
Business ZIP
92009-8466
Business State
CA
State or Territory Formation
DELAWARE

Mailing information

Business Email Address
uspayrolltax@oneplan.ai
Mailing Address
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Computer Systems Design Services (541512)

Record reference date: 2026-10-22

Directory details

Names

Legal
ONEPLAN PORTFOLIO SOLUTIONS LLC
Home Jurisdiction
ONEPLAN PORTFOLIO SOLUTIONS LLC

Entity

Type
Limited liability company

Registration

Status
Active
Number
3385040
Citizenship
Foreign
Formation Place
DELAWARE
Home Jurisdiction
DE

Dates

Annual Report Due
2027-03-31
Began Transacting
2026-02-27
Registration
2026-02-25

Addresses

Business · Street 1
3502 Sitio Espino
Business · City
Carlsbad
Business · Country
US
Business · Postal Code
92009-8466
Business · Region
CA
Mailing · Text
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

Contacts

Business Email
uspayrolltax@oneplan.ai

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Computer Systems Design Services (541512)

Additional reported values

Other reported details

Id
001eq000017sfJNAAY
Business Type
LLC
Status
Active
Account Number
3385040
Annual Report Due Date
03/31/2027
Began Transacting in CT
02/27/2026
Citizenship
Foreign
Date Registration
02/25/2026
Formation Place
DELAWARE
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-22 00:13:19.9566667

Names and reported roles

Name
ONEPLAN PORTFOLIO SOLUTIONS LLC
Business Name in state country
ONEPLAN PORTFOLIO SOLUTIONS LLC

Addresses and locations

Business Street
3502 Sitio Espino
Business City
Carlsbad
Business Country
United States
Business ZIP
92009-8466
Business State
CA
State or Territory Formation
DELAWARE

Mailing information

Business Email Address
uspayrolltax@oneplan.ai
Mailing Address
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Computer Systems Design Services (541512)

Record reference date: 2026-10-21

Directory details

Names

Legal
ONEPLAN PORTFOLIO SOLUTIONS LLC
Home Jurisdiction
ONEPLAN PORTFOLIO SOLUTIONS LLC

Entity

Type
Limited liability company

Registration

Status
Active
Number
3385040
Citizenship
Foreign
Formation Place
DELAWARE
Home Jurisdiction
DE

Dates

Annual Report Due
2027-03-31
Began Transacting
2026-02-27
Registration
2026-02-25

Addresses

Business · Street 1
3502 Sitio Espino
Business · City
Carlsbad
Business · Country
US
Business · Postal Code
92009-8466
Business · Region
CA
Mailing · Text
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

Contacts

Business Email
uspayrolltax@oneplan.ai

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Computer Systems Design Services (541512)

Additional reported values

Other reported details

Id
001eq000017sfJNAAY
Business Type
LLC
Status
Active
Account Number
3385040
Annual Report Due Date
03/31/2027
Began Transacting in CT
02/27/2026
Citizenship
Foreign
Date Registration
02/25/2026
Formation Place
DELAWARE
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-21 00:13:19.5733333

Names and reported roles

Name
ONEPLAN PORTFOLIO SOLUTIONS LLC
Business Name in state country
ONEPLAN PORTFOLIO SOLUTIONS LLC

Addresses and locations

Business Street
3502 Sitio Espino
Business City
Carlsbad
Business Country
United States
Business ZIP
92009-8466
Business State
CA
State or Territory Formation
DELAWARE

Mailing information

Business Email Address
uspayrolltax@oneplan.ai
Mailing Address
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Computer Systems Design Services (541512)

Record reference date: 2026-10-20

Directory details

Names

Legal
ONEPLAN PORTFOLIO SOLUTIONS LLC
Home Jurisdiction
ONEPLAN PORTFOLIO SOLUTIONS LLC

Entity

Type
Limited liability company

Registration

Status
Active
Number
3385040
Citizenship
Foreign
Formation Place
DELAWARE
Home Jurisdiction
DE

Dates

Annual Report Due
2027-03-31
Began Transacting
2026-02-27
Registration
2026-02-25

Addresses

Business · Street 1
3502 Sitio Espino
Business · City
Carlsbad
Business · Country
US
Business · Postal Code
92009-8466
Business · Region
CA
Mailing · Text
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

Contacts

Business Email
uspayrolltax@oneplan.ai

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Computer Systems Design Services (541512)

Additional reported values

Other reported details

Id
001eq000017sfJNAAY
Business Type
LLC
Status
Active
Account Number
3385040
Annual Report Due Date
03/31/2027
Began Transacting in CT
02/27/2026
Citizenship
Foreign
Date Registration
02/25/2026
Formation Place
DELAWARE
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-20 00:13:12.2200000

Names and reported roles

Name
ONEPLAN PORTFOLIO SOLUTIONS LLC
Business Name in state country
ONEPLAN PORTFOLIO SOLUTIONS LLC

Addresses and locations

Business Street
3502 Sitio Espino
Business City
Carlsbad
Business Country
United States
Business ZIP
92009-8466
Business State
CA
State or Territory Formation
DELAWARE

Mailing information

Business Email Address
uspayrolltax@oneplan.ai
Mailing Address
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Computer Systems Design Services (541512)

Record reference date: 2026-10-18

Directory details

Names

Legal
ONEPLAN PORTFOLIO SOLUTIONS LLC
Home Jurisdiction
ONEPLAN PORTFOLIO SOLUTIONS LLC

Entity

Type
Limited liability company

Registration

Status
Active
Number
3385040
Citizenship
Foreign
Formation Place
DELAWARE
Home Jurisdiction
DE

Dates

Annual Report Due
2027-03-31
Began Transacting
2026-02-27
Registration
2026-02-25

Addresses

Business · Street 1
3502 Sitio Espino
Business · City
Carlsbad
Business · Country
US
Business · Postal Code
92009-8466
Business · Region
CA
Mailing · Text
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

Contacts

Business Email
uspayrolltax@oneplan.ai

Self Reported Characteristics

Woman Owned
No
Veteran Owned
No
Minority Owned
No
Disability Owned
No
Lgbtqi Owned
No

Industry

Naics Code
Computer Systems Design Services (541512)

Additional reported values

Other reported details

Id
001eq000017sfJNAAY
Business Type
LLC
Status
Active
Account Number
3385040
Annual Report Due Date
03/31/2027
Began Transacting in CT
02/27/2026
Citizenship
Foreign
Date Registration
02/25/2026
Formation Place
DELAWARE
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-18 00:13:44.4733333

Names and reported roles

Name
ONEPLAN PORTFOLIO SOLUTIONS LLC
Business Name in state country
ONEPLAN PORTFOLIO SOLUTIONS LLC

Addresses and locations

Business Street
3502 Sitio Espino
Business City
Carlsbad
Business Country
United States
Business ZIP
92009-8466
Business State
CA
State or Territory Formation
DELAWARE

Mailing information

Business Email Address
uspayrolltax@oneplan.ai
Mailing Address
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Computer Systems Design Services (541512)

Download directory record (JSON)

All retained directory fields

Other reported details

Id
15430704
Slug
oneplan-portfolio-solutions-llc-3385040
Entity type
Limited Liability Company
Entity class
llc
Is foreign
1
Registry
CT
Doc number
3385040
Filed on
2026-02-25
Status
Active
Is active
1
Domicile
DE
Status known
1
Observed at
2026-10-18T19:49:17.610236+00:00

Addresses and locations

State
CT
City slug
location-not-reported
Address
3502 Sitio Espino, Carlsbad, CA, 92009-8466
Zip
92009-8466
Location state
CA

Names and reported roles

Name
ONEPLAN PORTFOLIO SOLUTIONS LLC
City name
Location not reported

Industry and classification

Naics code
Computer Systems Design Services (541512)

Additional Connecticut registry details

Linked through the registry’s business ID. Agents and principals are reported roles and do not establish beneficial ownership. Contact and residence addresses are labeled as reported.

Record reference date: 2026-10-18.

Registered and alternate business names

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Business names

Registered name
ONEPLAN PORTFOLIO SOLUTIONS LLC
Name in home jurisdiction
ONEPLAN PORTFOLIO SOLUTIONS LLC

Complete business master fields

Other reported details

Id
001eq000017sfJNAAY
Business Type
LLC
Status
Active
Account Number
3385040
Annual Report Due Date
03/31/2027
Began Transacting in CT
02/27/2026
Citizenship
Foreign
Date Registration
02/25/2026
Formation Place
DELAWARE
Woman Owned Organization
false
Veteran Owned Organization
false
Minority Owned Organization
false
Org Owned by Person s with disabilities
false
CREATE DT
2026-10-18 00:13:44.4733333

Names and reported roles

Name
ONEPLAN PORTFOLIO SOLUTIONS LLC
Business Name in state country
ONEPLAN PORTFOLIO SOLUTIONS LLC

Addresses and locations

Business Street
3502 Sitio Espino
Business City
Carlsbad
Business Country
United States
Business ZIP
92009-8466
Business State
CA
State or Territory Formation
DELAWARE

Mailing information

Business Email Address
uspayrolltax@oneplan.ai
Mailing Address
3502 Sitio Espino , ,Carlsbad ,CA ,United States ,92009-8466

IRS reported fields and codes

Organization is LGBTQI Owned
false

Industry and classification

NAICS Code
Computer Systems Design Services (541512)

Registered agents (1)

Reported name and role

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Registered agents

Registered agent
Secretary of StateFind records reporting this name →

Parsed registry details

Parties

Reported · Source Type
Secretary of the State
Reported · Name
Secretary of State

Addresses

Business · Text
165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States
Business · Street 1
165 Capitol Ave., P.O. BOX 150470
Business · City
Hartford
Business · Region
CT
Business · Postal Code
06115-0470
Business · Country
US

Secretary of State

Other reported details

Business ID
001eq000017sfJNAAY
Reported type
Secretary of the State
Record timestamp
2026-10-18 00:30:49.8566667

Names and reported roles

Reported name
Secretary of State

Addresses and locations

Business address
165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States
Business street address 1
165 Capitol Ave., P.O. BOX 150470
Business city
Hartford
Business state
CT
Business zip code
06115-0470
Business country
United States

Showing 1–1 of 1.

Principals (1)

Reported name and role

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Principals and members

Principal
ONEPLAN HOLDCO LLCFind records reporting this name →

Parsed registry details

Parties

Reported · Name
ONEPLAN HOLDCO LLC

Addresses

Business · Street 1
3502 Sitio Espino
Business · City
Carlsbad
Business · Region
CA
Business · Postal Code
92009-8466
Business · Country
US

ONEPLAN HOLDCO LLC

Other reported details

Business ID
001eq000017sfJNAAY
Record timestamp
2026-10-18 00:40:23.5633333

Names and reported roles

Reported name
ONEPLAN HOLDCO LLC

Addresses and locations

Business street address 1
3502 Sitio Espino
Business city
Carlsbad
Business state
CA
Business zip code
92009-8466
Business country
United States

Showing 1–1 of 1.

Filing history (1)

Parsed registry details

Filing

Name
BF-0014094123
Source Type
Business Registration
Type
Foreign Registration Statement
Physical Filing
No

Dates

Filing
2026-02-25

BF-0014094123 · 2026-02-25

Other reported details

Business ID
001eq000017sfJNAAY
Filing date
2026-02-25T00:00:00.000
Reported type
Business Registration
Filing type
Foreign Registration Statement
Physical filing
false
Record timestamp
2026-10-01T00:00:00.000

Names and reported roles

Name
BF-0014094123

Showing 1–1 of 1.

Correct or remove this record.

Same registered agent

Secretary of State

BusinessCityTypeFiledStatus
A.B.C. INC.Location not reported, CT · RevokedLocation not reported, CTCorporationJun 30, 1977Revoked
ABCO ENGINEERING CORP.Location not reported, CT · RevokedLocation not reported, CTCorporationDec 16, 1970Revoked
A. B. WOLLE & CO. INC.Location not reported, CT · ForfeitedLocation not reported, CTCorporationJan 30, 1970Forfeited
DUN & BRADSTREET RECEIVABLE MANAGEMENT SERVICES, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationNov 15, 1976Withdrawn
ADP NETWORK SERVICES, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationJun 29, 1976Withdrawn
AE OF HARTFORD, INC.Location not reported, CT · MergedLocation not reported, CTCorporationJan 29, 1970Merged
A E PROPERTIES, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationApr 3, 1975Withdrawn
AFC SECURITIES INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationDec 26, 1972Withdrawn
AFSC AGENCY, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationFeb 24, 1970Withdrawn
A. G. EDWARDS & SONS, INC.Location not reported, CT · WithdrawnLocation not reported, CTCorporationMay 31, 1967Withdrawn

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