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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 12 · EIN 43-1451524 | Investment management fees paid direc... | $45,070 |
11 funds of $250K or more; 24 lines in all, holding $6.7M of the plan's $6.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.7M | 55.7% |
| JP Morgan Large Cap Growth JPMorgan · Other | $598K | 8.9% |
| Federated Hermes Treasury Obligations Fund Federated Hermes · Mutual fund | $424K | 6.3% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $371K | 5.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $335K | 5.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $320K | 4.8% |
| Lincoln National Life Insurance Company Lincoln Financial · Insurance contract | $210K | 3.1% |
| Neuberger Small Cap Growth Fund Neuberger Berman · Mutual fund | $201K | 3.0% |
| Artisan International Value Artisan Partners · Other | $177K | 2.6% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $97K | 1.5% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedHarbor Capital Appreciation Fund Institutional Class | $632K |
| AddedPutnam Large Cap Value Fund | $371K |
| ReplacedHighVanguard 500 Index Fund Investor Shares to Fidelity 500 Index Fund | $310K to $335K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.