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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $205,715 |
Service code 49 · EIN 01-0577649 | Other Services | $46,889 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $46,245 |
33 funds of $250K or more; 24 lines in all, holding $65.7M of the plan's $66.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $35.2M | 53.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.2M | 12.5% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $4.1M | 6.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.6M | 3.9% |
| MetLife Stable Value Fund MetLife · Insurance contract | $2.3M | 3.6% |
| American Funds American Mutual Ret Acct Capital Group · Mutual fund | $1.6M | 2.4% |
| Mid Cap Value Fund American Century · Mutual fund | $1.3M | 2.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 1.9% |
| Blk Total Return Bond Fund BlackRock · Collective trust | $1.1M | 1.6% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $868K | 1.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.