Plans listing this provider
86
0.15% of the 56,420 plans with Schedule H financials; 62 in 2023
Providers › One Digital Investment Advisors
Plans listing this provider
86
0.15% of the 56,420 plans with Schedule H financials; 62 in 2023
Assets of those plans
$1,746,676,403
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,031,992
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 85 |
| 50 | Direct payment from the plan | 78 |
| 99 | Other fees | 38 |
| 26 | Investment advisory (participants) | 2 |
| 28 | Investment management | 1 |
| 72 | Other investment fees and expenses | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Analytical Mechanics Associates 401(k) Plan | Analytical Mechanics Associates | $88,154,533 | 634 | $77,252 |
| Barnhill Contracting Company Profit Sharing Plan | Barnhill Contracting | $78,836,308 | 1,277 | $8,883 |
| Builders Mutual Insurance Company 401(k) Retirement Plan | Builders Mutual Insurance | $73,189,533 | 552 | $1,645 |
| Powersecure, Inc. 401(k) Retirment Plan | Powersecure | $69,572,460 | 0 | $48,506 |
| Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement | Bush Brothers | $66,279,225 | 727 | $60,000 |
| Nash Johnson & Sons' SVGS & RET Plan | Nash Johnson & Sons' Farm | $57,019,969 | 2,788 | $498 |
| Luminex Home Decor & Fragrance Co 401(k) Plan | Candle-lite | $52,082,805 | 717 | $27,021 |
| Acxion Foodservice Inc. 401(k) Plan | Acxion Foodservice | $45,783,067 | 992 | $52,029 |
| Conewago Holdings, Inc. 401(k) Plan | Conewago Holdings | $39,503,489 | 434 | $41,309 |
| Kenyon Companies 401(k) Plan | Kenyon Companies | $35,702,786 | 280 | $8,299 |
| Oto Development 401(k) Plan | Oto Development | $34,573,035 | 981 | $16,971 |
| Unitek 401(k) Plan | Unitek Learning Education Group | $33,874,828 | 1,129 | $30,000 |
| Southern Crown Partners, LLC Retirement Plan | Southern Crown Partners | $33,638,976 | 850 | $62,428 |
| Ruston Paving Co., Inc. Employees 401(k) Plan | Ruston Paving | $33,159,358 | 175 | $33,749 |
| Legal Aid of North Carolina RET Plan | Legal Aid of North Carolina | $31,877,172 | 474 | $52,222 |
| Smooth-on, Inc 401(k) Plan | Smooth-on | $30,110,249 | 274 | $37,021 |
| M. H. EBY, Inc 401(k) Profit Sharing Plan | M. H. EBY | $29,820,174 | 751 | $74,106 |
| MCR 401(k) Plan | MCR Investors | $28,967,427 | 847 | $36,394 |
| Infobase Holdings, Inc 401(k) Savings Plan | Infobase Holdings | $28,076,651 | 258 | $28,968 |
| Sight & Sound Ministries, Inc. Retirement Savings Plan | Sight & Sound Ministries | $27,895,059 | 917 | $63,428 |
| Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust | Helfman Enterprises | $27,521,048 | 444 | $19,925 |
| American Credit Acceptance, LLC 401(k) Plan | American Credit Acceptance | $26,621,465 | 1,136 | $11,798 |
| JDA 401(k) Plan | Johnson Development Associates | $25,268,631 | 184 | $12,053 |
| Carotek, Inc. 401(k) Profit Sharing Plan | Carotek | $23,962,482 | 191 | $17,848 |
| Naval Systems, Inc 401(k) Plan | Naval Systems | $22,878,509 | 476 | $65,048 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.