Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
OneDigital Investment Advisors
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, 180 retirement plans with 100 or more participants reported paying OneDigital Investment Advisors $5,000 or more. Those plans cover 263,406 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $6.4M. Per plan, the median was $44.45 per participant, with the middle half of plans between $20.29 and $88.35. 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 New York (35), California (18) and Pennsylvania (13).
In 2022 it appeared on 9 such filings; in 2024, 182. 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 | $20.29 | $44.45 | $88.35 |
| Compensation as a share of plan net assets | 0.03% | 0.06% | 0.12% |
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 |
|---|---|---|---|---|---|
| Petco Animal Supplies Stores, Inc. 401(k) Plan | Petco Animal Supplies Stores, Inc. | CA | 24,846 | $368M | $45K |
| LVMH Affiliates' 401(k) Plan | LVMH Inc. | NY | 17,966 | $1.14B | $21K |
| Wabtec Savings Plan | Westinghouse Air Brake Technologies Corporation | PA | 14,569 | $1.58B | $90K |
| NCR Pension Plan | Cardtronics USA, Inc. | GA | 11,871 | $990M | $137K |
| PMG Services, Inc. Thrift and Profit Sharing Plan | PMG Services, Inc. | FL | 10,945 | $1.77B | $64K |
| Monro, Inc. 401(k) Plan | Monro, Inc. | NY | 8,633 | $77.4M | $30K |
| Multi-Color 401(k) Savings Plan | Multi-Color Corporation | OH | 6,484 | $467M | $97K |
| Murphy-Hoffman Company Employee Profit Sharing Plan | Murphy-Hoffman Company | KS | 6,163 | $405M | $24K |
| Vertiv Group Corporation Employee Retirement Savings Plan | Vertiv Group Corporation | OH | 6,105 | $1.13B | $128K |
| Kennedy Krieger Institute Retirement Savings Plan | Kennedy Krieger Institute | MD | 4,901 | $443M | $80K |
| New York Blood Center Retirement Plan | New York Blood Center | NY | 4,883 | $505M | $147K |
| Frederick Health 403(b) Plan | Frederick Health, Inc. | MD | 4,368 | $321M | $63K |
| Upper Chesapeake Health 403(b) Savings Plan | University of Maryland Upper Chesapeake Health System, Inc. | MD | 4,339 | $296M | $20K |
| Mountain America Federal Credit Union 401(k) Plan | Mountain America Federal Credit Union | UT | 4,282 | $247M | $38K |
| The W. I. S. International 401(k) Savings Plan | Retail Services Wis Corporation | TX | 3,904 | $181M | $169K |
| Bard College/simons Rock 403(b) Plan | Bard College | NY | 3,664 | $379M | $102K |
| Southern New Hampshire Medical Center 401(a) Retirement Savings Plus Plan | Southern New Hampshire Medical Center | NH | 3,345 | $100M | $12K |
| Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan | Southern New Hampshire Medical Center | NH | 3,260 | $247M | $25K |
| Jackson Healthcare 401(k) Savings Plan | Jackson Healthcare, LLC | GA | 2,880 | $206M | $82K |
| CCP 401(k) Retirement Savings Plan | Community Care Physicians PLLC | NY | 2,786 | $354M | $56K |
| Garney Holding Company Employee Stock Ownership Plan and Trust | Garney Holding Company | MO | 2,583 | $1.67B | $40K |
| Computer Task Group, Inc. 401(k) Retirement Plan | Computer Task Group, Inc. | NY | 2,577 | $185M | $50K |
| Fossil Group, Inc. Savings and Retirement Plan | Fossil Group Inc. | TX | 2,476 | $120M | $63K |
| Pursuit Aerospace 401(k) Plan | PPW Aero Buyer, Inc. d/b/a Pursuit Aerospace | CT | 2,474 | $153M | $20K |
| Thrive Skilled Pediatric Care Retirement Plan | Thrive Skilled Pediatric Care, LLC | MA | 2,418 | $14.0M | $14K |
| Peckham, Inc. Defined Contribution Retirement Plan | Peckham, Inc. | MI | 2,396 | $60.8M | $6,480 |
| Philadelphia College of Osteopathic Medicine Retirement Plan | Philadelphia College of Osteopathic Medicine | PA | 2,256 | $237M | $56K |
| Valparaiso University Retirement Plan | The Lutheran University Association, Inc. | IN | 2,152 | $236M | $48K |
| La Salle University Defined Contribution and Tax-Deferred Annuity Plan | La Salle University | PA | 2,090 | $229M | $38K |
| TRG 401(k) Plan | Ibex Global Solutions, Inc. | DC | 2,054 | $12.7M | $18K |
| Nat'l Foundation for the Centers for Disease Control/prevention Inc. Defined Contribution Retirement Plan | National Foundation for the CDC, Inc. | GA | 2,000 | $68.1M | $48K |
| The WGBH Educational Foundation Retirement Plan | WGBH Educational Foundation | MA | 1,984 | $361M | $38K |
| Keeco 401(k) Plan | Keeco, LLC | CA | 1,894 | $70.7M | $75K |
| O.C. Tanner Retirement & Savings Plan | O.C. Tanner Company | UT | 1,891 | $346M | $85K |
| Axium 401(k) Plan | Axium Packaging, LLC | OH | 1,862 | $14.6M | $11K |
| Virginia Association of Independent Schools Multiple Employer Plan | Virginia Association of Independent Schools | VA | 1,807 | $110M | $128K |
| Independent Physicians 401(k) Profit Sharing Plan | Independent Physicians Resource, Inc. | GA | 1,800 | $84.4M | $101K |
| Jack Entertainment Retirement Plan | Jack Ohio Finance LLC | OH | 1,751 | $46.3M | $24K |
| Sarnova HC, LLC Profit Sharing Plan and Trust | Sarnova HC, LLC | OH | 1,713 | $100M | $7,500 |
| Ohioguidestone 401(k) Plan | Ohioguidestone | OH | 1,657 | $39.7M | $7,500 |
Questions and answers
How many plans does OneDigital Investment Advisors serve?
180 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?
The median plan reported $44.45 per participant in direct and indirect compensation (178 plans reporting an amount), or 0.06% 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) (116 plans), Consulting (general) (22 plans), Investment management (19 plans) and Investment advisory (participants) (9 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.