Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
OneDigital Investment Advisors LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 1,046 retirement plans with 100 or more participants reported paying OneDigital Investment Advisors LLC $5,000 or more. Those plans cover 1,124,576 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $39.9M. Per plan, the median was $66.02 per participant, with the middle half of plans between $31.55 and $122. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (130), Florida (79) and Georgia (77).
In 2012 it appeared on 19 such filings; in 2024, 1,051. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $31.55 | $66.02 | $122 |
| Compensation as a share of plan net assets | 0.08% | 0.15% | 0.23% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Isolved 401-K Plan | Plan Professionals, LLC | NJ | 51,743 | $465M | $379K |
| Wayne-Sanderson Farms 401(k) Retirement Plan | Wayne Farms LLC | GA | 28,874 | $596M | $986K |
| Addus Healthcare, Inc. 401(k) Plan | Addus Healthcare, Inc. | IL | 26,436 | $48.2M | $76K |
| Brown Health 401(k) Retirement Savings Plan | Lifespan Corporation, DBA Brown University Health | RI | 23,702 | $1.25B | $52K |
| Penn State Health 401(k) Savings Plan | Penn State Health | PA | 22,033 | $2.93B | $25K |
| FJ Management Inc. 401(k) Plan | FJ Management Inc. | UT | 15,777 | $279M | $118K |
| The Equinox Holdings, Inc. 401(k) Plan | Equinox Holdings, Inc. | NY | 15,564 | $182M | $93K |
| Premium Brands Services LLC 401(k) Savings Plan | Premium Brands Services LLC | NJ | 14,283 | $383M | $70K |
| Corecivic 401(k) Plan | Corecivic of Tennessee, LLC | TN | 13,740 | $454M | $9,319 |
| Boot Barn 401(k) Plan | Boot Barn, Inc. | CA | 13,219 | $46.2M | $35K |
| The Platinum 401(k) Retirement Savings Plan | Plan Fiduciary Services, Inc. | FL | 12,711 | $97.4M | $119K |
| Towne Park 401(k) Plan | Towne Park, LLC | PA | 12,697 | $17.6M | $30K |
| Gerber Collision & Glass 401(k) Plan | The Boyd Group (U.S.) Inc. | IL | 11,875 | $198M | $49K |
| Brown Health 403(b) Retirement Plan | Lifespan Corporation, DBA Brown University Health | RI | 11,358 | $1.27B | $62K |
| Wynn Resorts, Limited 401(k) Plan | Wynn Resorts, Limited | NV | 10,917 | $509M | $130K |
| Tutera Group Inc. 401(k) Retirement Plan | Tutera Group Inc. | MO | 10,460 | $10.7M | $27K |
| Agi-Cfi Holdings, Inc. 401(k) Plan | Agi-Cfi Holdings, Inc. | FL | 10,064 | $34.3M | $61K |
| The Children's Place 401(k) Savings Plan | The Children's Place, Inc. | NJ | 8,151 | $130M | $70K |
| Aston Healthcare, LLC 401(k) Plan | Aston Healthcare, LLC | NY | 8,043 | $19.3M | $20K |
| Holman Enterprises Supplemental Retirement and Savings Plan | Holman Automotive Group, Inc. | NJ | 8,019 | $689M | $421K |
| Doherty Group, Inc. 401(k) and Retirement Savings Plan | The Doherty Group, Inc. | NJ | 7,677 | $40.6M | $56K |
| Genting USA 401(k) Plan | Resorts World Las Vegas, LLC | NY | 7,245 | $124M | $262K |
| Leggett & Platt, Incorporated 401(k) Plan and Trust Agreement | Leggett & Platt, Incorporated | MO | 6,341 | $374M | $58K |
| Core & Main 401(k) Retirement Plan | Core & Main | MO | 6,332 | $500M | $84K |
| Garff Companies 401(k) Retirement Savings Plan | Garff Enterprises, Inc. | UT | 6,180 | $213M | $114K |
| University Health 403(b) Plan | Truman Medical Centre, Inc. d/b/a University Health | MO | 6,080 | $297M | $37K |
| Mosaic Health System 401(k) Retirement Plan | Mosaic Health System | MO | 5,934 | $453M | $132K |
| Saddle Creek Corporation Retirement Savings Plan | Saddle Creek Corporation DBA Saddle Creek Logistics | FL | 5,902 | $156M | $13K |
| OneDigital Open Pooled Employer Plan | Plan Fiduciary Services, Inc. | FL | 5,757 | $93.6M | $71K |
| Absopure Water Company, Et Al. 401(k) Profit Sharing Plan | Absopure Water Company, Et Al. | MI | 5,578 | $474M | $75K |
| GBMC, Inc. Voluntary 403(b) Plan | Greater Baltimore Medical Center, Inc. | MD | 5,564 | $318M | $51K |
| GBMC, Inc. 401(a) Defined Contribution Plan | Greater Baltimore Medical Center, Inc. | MD | 5,539 | $143M | $24K |
| Premier 401(k) Pooled Employer Plan | Plan Professionals, LLC | NJ | 5,366 | $16.6M | $6,990 |
| Gee Group Inc. Incentive Savings Plan | Gee Group Inc. | FL | 5,346 | $22.4M | $24K |
| The Independent School Group Retirement Plan (Misbo) | Mid-South Independent School Business Officers, Inc. | GA | 5,204 | $395M | $87K |
| Amick Farms, LLC 401(k) Plan | Amick Farms, LLC | SC | 4,944 | $59.0M | $46K |
| Diebold, Incorporated 401(k) Savings Plan | Diebold Nixdorf, Incorporated | OH | 4,919 | $572M | $80K |
| Enterprise Select Pooled Employer Plan | Plan Fiduciary Services, Inc. | FL | 4,868 | $76.5M | $36K |
| Nice Systems, Inc. 401(k) Plan | Nice Systems, Inc. | NJ | 4,861 | $545M | $354K |
| Compucom Systems Retirement Savings Plan | Compucom Systems, Inc. | SC | 4,860 | $392M | $84K |
Questions and answers
How many plans does OneDigital Investment Advisors LLC serve?
1,046 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay OneDigital Investment Advisors LLC?
The median plan reported $66.02 per participant in direct and indirect compensation (1,038 plans reporting an amount), or 0.15% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (818 plans), Investment management (137 plans), Recordkeeping and information management (71 plans) and Trustee (bank, trust company, or similar financial institution) (69 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.