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ONEDIGITAL INVESTMENT ADVISORS LLC

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Onedigital Investment Advisors LLC at a glance

Onedigital Investment Advisors LLC appears on 1,128 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $86.7B in assets for 1,473,210 participants. The median client plan holds $22.2M. Most client plans are sponsored in CA, NY and FL. The largest clients by plan assets are Intermountain Health Care, Inc. and Board of Directors Producer-Writers Guild of America Pension Plan. Plans reported $42.6M in direct and indirect compensation paid to Onedigital Investment Advisors LLC, a median of $29K per plan.

Participants
1,473,210
Median plan assets
$22.2M
Median plan participants
400
Median fees per plan
$29K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Intermountain Health Care, Inc.UT$6.8B86,655
Board of Directors Producer-Writers Guild of America Pension PlanCA$4.7B20,228
Intermountain Health Care, Inc.UT$3.4B40,022
PMG Services, Inc.FL$1.9B9,594
Westinghouse Air Brake Technologies CorporationPA$1.9B14,847
Garney Holding CompanyMO$1.7B2,583
St. Luke's Health Network, Inc.PA$1.2B25,841
Consolidated Electrical Distributors, Inc.TX$1.2B3,192
LVMH Inc.NY$1.1B17,966
Vertiv Group CorporationOH$1.1B6,105
Comfort Systems USA, Inc.TX$1.1B22,732
Cardtronics USA, Inc.GA$992M11,871
Pavers & Road Builders DC PensionNY$776M3,945
Gray Media, Inc.GA$764M19,489
Board of Trustees of the Cement and Concrete Workers DC Pension FDNY$745M2,953
Wayne Farms LLCGA$698M29,688
Holman Automotive Group, Inc.NJ$689M8,019
Cubic CorporationCA$649M4,168
Diebold Nixdorf, IncorporatedOH$572M4,919
New York Blood Center, Inc.NY$544M4,556
Upmc PinnaclePA$521M14,715
Corecivic of Tennessee, LLCTN$508M14,843
Core & MainMO$500M6,332
Johnson, Mirmiran & Thompson, Inc.MD$493M3,051
Absopure Water Company, Et Al.MI$474M5,578

Top client states

  1. CA123 plans
  2. NY87 plans
  3. FL83 plans
  4. GA76 plans
  5. TX57 plans

Frequently asked questions

Who uses Onedigital Investment Advisors LLC?
1,128 retirement plans list Onedigital Investment Advisors LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Intermountain Health Care, Inc., Board of Directors Producer-Writers Guild of America Pension Plan, PMG Services, Inc. and Westinghouse Air Brake Technologies Corporation. Most client plans are sponsored in CA, NY and FL.
How many plans does Onedigital Investment Advisors LLC serve?
Onedigital Investment Advisors LLC serves 1,128 retirement plans with $86.7B in plan assets and 1,473,210 participants, based on the latest Form 5500 filings through 2024.
What does Onedigital Investment Advisors LLC charge?
Plans reported $42.6M in total Schedule C compensation paid to Onedigital Investment Advisors LLC. The median plan paid $29K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served1,128+394 YoYRank #23 of mapped providers
Assets under administration$86.7B0.1%Market share · rank #168
Fees received$43MMedian $28,745/planSum across Schedule C direct + indirect
Net wins YoY+363484 won · 121 lostPlan-level switch detection

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