Filings through .
Filed October 18, 2017
Street address, email and phone are on Pro, free for 7 days.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $32,625 |
REDWOOD PENSIONS, LLC7 years Service code 15 · EIN 27-2431450 | Recordkeeping | $18,258 |
AMERICAN FUNDS8 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $14,281 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $11,608 |
REDWOOD PENSIONS, LLC1 year Filed as: REDWOOD PENSIONS LLC Service code 49 · EIN 27-2431450 | Other Services | $0 |
23 funds of $250K or more; 30 lines in all, holding $24.2M of the plan's $30.5M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Fidelity Freedom Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $13.3M | 54.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 10.1% |
| Growth Fund OF America Capital Group · Mutual fund | $965K | 4.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $949K | 3.9% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $572K | 2.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $536K | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $510K | 2.1% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $503K | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $452K | 1.9% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $442K | 1.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.