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 / Plan | Location | Service | Participants | Assets | Direct 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 |
