Form 5500 Search

ONEDIGITAL RETIREMENT AND WEALTH

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
6
Active participants
1,146
Total plan assets
$282.3M
Filings (rows)
6
Direct comp
$78K
Indirect comp
$0

SERVICES PROVIDED

Other4
Advisor / Consultant2

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BLAIR ACADEMY
BLAIR ACADEMY DC RETIREMENT PLAN
BLAIRSTOWN, NJ
Other
156$71.4M$14K
BLAIR ACADEMY
BLAIR ACADEMY DC RETIREMENT PLAN
BLAIRSTOWN, NJ
Other
157$62.2M$12K
THE BALDWIN SCHOOL
THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN
BRYN MAWR, PA
Advisor / Consultant
INVESTMENT ADVISORY
216$38.9M$5K
UNIVERSITY SCHOOL OF NASHVILLE
UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN
NASHVILLE, TN
Other
NONE
212$38.5M$6K
THE BALDWIN SCHOOL
THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN
BRYN MAWR, PA
Advisor / Consultant
INVESTMENT ADVISORY
201$37.6M$30K
UNIVERSITY SCHOOL OF NASHVILLE
UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN
NASHVILLE, TN
Other
NONE
204$33.8M$11K
ONEDIGITAL RETIREMENT AND WEALTH — Form 5500 Service Provider Profile | Form 5500 Search