Form 5500 Search

ONEDIGITAL INVESTMENTS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
23,830
Total plan assets
$455.5M
Filings (rows)
5
Direct comp
$75K
Indirect comp
$174K

SERVICES PROVIDED

Advisor / Consultant3
TPA / Administrator1

Top plans served

Showing top 5 of 4 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PLAN FIDUCIARY SERVICES, INC.
THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN
CLEARWATER, FL
Advisor / Consultant
RIA
11,122$181.1M$0
ALLERGY PARTNERS, PLLC
ALLERGY PARTNERS MANAGEMENT LLC RETIREMENT SAVINGS PLAN
SKYLAND, NC
Advisor / Consultant
INVESTMENT ADVISORY
937$119.8M$26K
ALLERGY PARTNERS, PLLC
ALLERGY PARTNERS MANAGEMENT LLC RETIREMENT SAVINGS PLAN
SKYLAND, NC
Advisor / Consultant
INVESTMENT ADVISORY
937$119.8M$9K
PLAN FIDUCIARY SERVICES, INC.
THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN
CLEARWATER, FL
Advisor / Consultant
RIA
10,921$89.5M$0
MEDICAL DEPOT, INC.
DRIVE DEVILBISS HEALTHCARE 401(K) PLAN
PORT WASHINGTON, NY
TPA / Administrator
THIRD PARTY ADMINISTRATO
850$65.1M$41K
ONEDIGITAL INVESTMENTS — Form 5500 Service Provider Profile | Form 5500 Search