ONEDIGITAL INVESTMENT ADVISORS LLC
156 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1,097+363 YoYRank #24 of mapped providers
Assets under administration$83.4B0.1%Market share · rank #169
Fees received$40MMedian $27,000/planSum across Schedule C direct + indirect
Net wins YoY+356482 won · 126 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ONEDIGITAL INVESTMENT ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where ONEDIGITAL INVESTMENT ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan); Direct payment from the planCode 27 | 852 | $26,570 | |
Other investment fees and expenses; Investment advisory (plan); Investment advisory (participants)Code 26 | 60 | $23,883 | |
Other feesCode 99 | 59 | $20,931 | |
Other fees; Consulting (general); Direct payment from the planCode 16 | 39 | $35,100 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 25 | $40,539 | |
Investment advisory (plan); Contract AdministratorCode 13 | 18 | $20,301 | |
Investment management; Consulting (pension); Investment advisory (plan); Direct payment from the planCode 17 | 13 | $49,284 | |
Trustee (bank, trust company, or similar financial institution); Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Distribution (12b-1) fees; Participant communication; Shareholder servicing fees; Recordkeeping fees; Other feesCode 15 | 11 | $28,859 |
Competitor overlap
Percent of ONEDIGITAL INVESTMENT ADVISORS LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ONEDIGITAL INVESTMENT ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
PENN STATE HEALTHPA · 473769205-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.9B |
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | PROFESSIONAL CONTRACTING SERVICES | $1.2B |
LVMH INC.NY · 133870253-002 | BUCKBINDER TUNICK & CO. | $1.1B |
COMFORT SYSTEMS USA, INC.TX · 760526487-001 | PNC BANK, N.A. | $1.1B |
CARDTRONICS USA, INC.GA · 760419117-005 | BRANDYWINE GLOBAL INVESTMENT MGMT | $992M |
HOLMAN AUTOMOTIVE GROUP, INC.NJ · 210610247-002 | RESOURCES INVESTMENT ADVISORS LLC | $689M |
DIEBOLD NIXDORF, INCORPORATEDOH · 340183970-012 | MERRILL LYNCH PIERCE FENNER & SMITH | $572M |
UPMC PINNACLEPA · 251778658-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $521M |
CORE & MAINMO · 030550887-001 | RESOURCES INVESTMENT ADVISORS LLC | $500M |
JOHNSON, MIRMIRAN & THOMPSON, INC.MD · 520963531-001 | RESOURCES INVESTMENT ADVISORS LLC | $493M |
Plans lost in 2024
Appeared last year under ONEDIGITAL INVESTMENT ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUNDNY · 136190433-074 | MTDC WELFARE FUND | $1.8B |
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUNDNY · 136358540-076 | JANUS HENDERSON | $913M |
GRAY TELEVISION INC.GA · 580285030-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $576M |
NORTHBAY HEALTHCARE CORPORATIONCA · 680046750-003 | SAGEVIEW ADVISORY GROUP, LLC | $454M |
ANDRITZ INC.NC · 141438713-001 | SAGEVIEW ADVISORY GROUP, LLC | $447M |
GOULD MEDICAL GROUP, INC.CA · 942151374-003 | STRATEGIC ADVISORS, INC. | $393M |
REVERE HEALTHUT · 870281028-002 | ASCENSUS LLC | $220M |
OERLIKON USA HOLDING, INC.NY · 952549713-001 | RESOURCES INVESTMENT ADVISORS LLC | $191M |
CHURCHILL DOWNS INCORPORATEDKY · 610156015-003 | GLOBAL RETIREMENT PARTNERS LLC | $172M |
VIRTUSA CORPORATIONMA · 043512883-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $139M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $7,000 | 2y | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $403,744 | 2y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $54,000 | 8y | - |
PENN STATE HEALTHPA · 473769205-001 | $2.9B | 22,033 | $25,000 | 1y | 1 |
PMG SERVICES, INC.FL · 650271219-001 | $1.8B | 10,945 | $64,000 | 3y | 2 |
GARNEY HOLDING COMPANYMO · 430990829-001 | $1.7B | 2,583 | $40,000 | 3y | - |
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATIONPA · 251615902-004 | $1.6B | 14,569 | $90,000 | 4y | - |
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | $1.2B | 3,192 | $22,362 | 1y | - |
LVMH INC.NY · 133870253-002 | $1.1B | 17,966 | $21,250 | 1y | 2 |
VERTIV GROUP CORPORATIONOH · 813496944-001 | $1.1B | 6,105 | $127,500 | 2y | 1 |
Flag exposure
81.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (156)
Raw Schedule C names collapsed into ONEDIGITAL INVESTMENT ADVISORS LLC.
- DIGITAL INSURANCE
- DIGITAL INSURANCE INC
- DIGITAL INSURANCE INC.
- DIGITAL INSURANCE LLC
- DIGITAL INSURANCE, INC.
- DIGITAL INSURANCE, LLC
- FIDUCIARY PLAN ADVISORS ONEDIGITAL
- GORLICK KRAVITZ & LISTHAUS PC
- GORLICK KRAVITZ AND LISTHAUS PC
- GORLICK KRAVITZ LISHAUS ATTORNEYS
- GORLICK KRAVITZ LISTHAUS PC
- GORLICK KRAVTIZ & LISTHAUS PC
- GORLICK, KRAVITY & LISTHAUS ATTYS
- GORLICK, KRAVITZ & LISTAUS, PC
- GORLICK, KRAVITZ & LISTHAUS
- GORLICK, KRAVITZ & LISTHAUS ATTY
- GORLICK, KRAVITZ & LISTHAUS ATTYS
- GORLICK, KRAVITZ & LISTHAUS P.C.
- GORLICK, KRAVITZ & LISTHAUS PC
- GORLICK, KRAVITZ & LISTHAUS, P.C.
- GORLICK, KRAVITZ & LISTHAUS, P.C..
- GORLICK, KRAVITZ & LISTHAUS, PC
- GORLICK, KRAVITZ, & LISTHAUS
- GORLICK, KRAVITZ, & LISTHAUS P.C.
- GORLICK, KRAVITZ, & LISTHAUS PC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ONEDIGITAL INVESTMENT ADVISORS LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 34 | 3.10% | 7.76% | -4.66 pp |
| Fidelity bond gap | 33 | 3.01% | 26.94% | -23.93 pp |
| Late contributions | 255 | 23.25% | 1.71% | +21.53 pp |
| Failed to provide benefit | 17 | 1.55% | 0.14% | +1.41 pp |
| Corrective distributions | 293 | 26.71% | 1.76% | +24.95 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ONEDIGITAL INVESTMENT ADVISORS LLC. Compare to the incumbent market share (1.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.6 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).