Filings through .
Filed October 7, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $54,152 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $39,364 |
17 funds of $250K or more; 20 lines in all, holding $27.0M of the plan's $27.4M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Fidelity Freedom Index, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.0M | 25.9% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $3.4M | 12.6% |
| Columbia Trust Dividend Ameriprise (Columbia Threadneedle) · Collective trust | $3.4M | 12.4% |
| Fidelity Total Bon R6 Fidelity (FMR) · Mutual fund | $2.0M | 7.5% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.8M | 6.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 6.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 6.0% |
| Stable Value Fund: Transamerica Life Insurance Co. Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.6M | 5.8% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $906K | 3.4% |
| AB Large Cap Growth Fund AllianceBernstein · Collective trust | $889K | 3.3% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.