Filings through .
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 16 · EIN 43-1451524 | Consulting | $105,536 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $103,302 |
25 funds of $250K or more; 17 lines in all, holding $56.1M of the plan's $57.4M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: T. Rowe Price Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $37.1M | 66.2% |
| State Street S&P 500 Index Fund NL Class N State Street (SSgA) · Collective trust Index | $3.7M | 6.7% |
| Transamerica Stable Value Core Opti Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $3.1M | 5.5% |
| Ultra Fund R6 Class American Century · Mutual fund | $2.8M | 5.0% |
| State Street International Index NL Fd State Street (SSgA) · Collective trust Index | $1.7M | 3.1% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $1.2M | 2.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.0M | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $904K | 1.6% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $864K | 1.5% |
| State Street Mid Cap Index NL Class C State Street (SSgA) · Collective trust Index | $818K | 1.5% |
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.