Plans listing this provider
558
0.99% of the 56,420 plans with Schedule H financials; 538 in 2023
Providers › Onedigital Investment Advisors LLC
Plans listing this provider
558
0.99% of the 56,420 plans with Schedule H financials; 538 in 2023
Assets of those plans
$40,612,472,434
0.52% of all Schedule H plan assets
Plans where it is the recordkeeper
72
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$108.81
across 72 plans that pay it 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) | 382 |
| 99 | Other fees | 157 |
| 50 | Direct payment from the plan | 149 |
| 15 | Recordkeeping and information management | 72 |
| 21 | Trustee (bank, trust company or similar) | 72 |
| 64 | Recordkeeping fees | 71 |
| 49 | Other services | 70 |
| 26 | Investment advisory (participants) | 65 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Intermountain Health 401(k) Plan | Intermountain Health Care | $6,832,891,000 | 83,866 | $7,000 |
| Penn State Health 401(k) Savings Plan | Penn State Health | $2,925,576,909 | 21,753 | $25,000 |
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $15,853 |
| Garney Holding Company Employee Stock Ownership Plan and Trust | Garney Holding | $1,668,868,157 | 2,582 | $67,973 |
| Brown Health 401(k) Retirement Savings Plan | Lifespan Corporation DBA Brown University Health | $1,246,332,985 | 22,380 | $51,915 |
| Holman Enterprises Supplemental Retirement and Savings Plan | Holman Automotive Group | $688,750,357 | 7,622 | $421,009 |
| Diebold, Incorporated 401(k) Savings Plan | Diebold Nixdorf | $571,546,596 | 4,802 | $80,000 |
| Nice Systems, Inc. 401(k) Plan | Nice Systems | $545,076,741 | 4,725 | $353,503 |
| Wynn Resorts, Limited 401(k) Plan | Wynn Resorts | $509,427,624 | 6,402 | $0 |
| Core & Main 401(k) Retirement Plan | HD Supply Waterworks | $500,373,726 | 6,061 | $84,254 |
| Johnson, Mirmiran & Thompson ESOP and 401(k) Retirement Savings Plan and Trust | Johnson Mirmiran & Thompson | $493,305,298 | 2,936 | $79,737 |
| Isolved 401-k Plan | Plan Professionals | $465,689,331 | 24,264 | $378,593 |
| Corecivic 401(k) Plan | CoreCivic of Tennessee | $453,581,932 | 10,125 | $9,319 |
| Mosaic Health System 401(k) Retirement Plan | Mosaic Health System | $453,248,701 | 5,800 | $64,532 |
| Vorys, Sater, Seymour and Pease LLP Retirement Plan | Vorys Sater Seymour and Pease | $435,538,575 | 1,069 | $27,687 |
| NCR Atleos Savings Plan | Cardtronics USA | $417,010,376 | 3,031 | $25,000 |
| Central Bancompany Tax Reduction Thrift 401(k) Planrecordkeeper | Central Bancompany | $400,674,775 | 4,250 | $72,049 |
| Proskauer Rose LLP Savings Plan for Staff and Partners | Proskauer Rose | $394,060,729 | 984 | $14,728 |
| Compucom Systems Retirement Savings Plan | Compucom Systems | $391,780,682 | 3,302 | $83,979 |
| Leggett & Platt, Incorporated 401(k) Plan and Trust Agreement | Leggett & Platt | $374,500,240 | 6,305 | $57,985 |
| Carepoint Health, LLC 401(k) Profit Sharing Plan | Carepoint Health | $372,133,330 | 915 | $12,495 |
| FJ Management Inc. 401(k) Plan | FJ Management | $278,636,159 | 15,357 | $117,848 |
| Walker & Dunlop, LLC Retirement Savings Plan | Walker & Dunlop | $260,397,575 | 1,748 | $68,333 |
| Rothman Institute 401(k) Profit Sharing Plan | Reconstructive Orthopaedic Associates II | $244,717,929 | 2,003 | $131,241 |
| Retire Ready 401(k) Plan | NU Skin Enterprises | $237,223,203 | 2,194 | $0 |
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.