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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADV. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,075 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,225 |
1 fund of $250K or more; 9 lines in all, holding $1.2M of the plan's $1.2M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $985K | 82.8% |
| Fidelity Fidelity (FMR) · Mutual fund | $82K | 6.9% |
| Alliance Bernstein AllianceBernstein · Other | $44K | 3.7% |
| MetLife MetLife · Other | $26K | 2.2% |
| PIMCO PIMCO (Allianz) · Mutual fund | $17K | 1.4% |
| Attachment to 2024 Form Manager not matched · Other | $17K | 1.4% |
| American Funds Capital Group · Mutual fund | $10K | 0.8% |
| Cohen & Steers Cohen & Steers · Mutual fund | $7K | 0.6% |
| Victory Victory Capital · Mutual fund | $1K | 0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.