OneDigitalbroker

Benefits brokerage · plan year 2024 · page 3

Reported compensation · 2024

$9.3M

OneDigital was paid $9,255,008 in commissions and fees across 574 employer benefit plans in 2024, as reported on Schedule A ($2,815,396 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 174 client planslost 192
won Welser Profile North America, LLC
won The Advocacy Alliance
won Techdata Service Company LLC
won Krg Education Services
won Advanced Vet Care
won Tritium Power Solutions Inc.
lost Orthoatlanta
lost Northpark Management Company
lost Protect Controls, Inc.
lost Corporate Interiors, Inc.
lost Meadows & Ohly, LLC
lost Curbs Plus, Inc.
Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024574
The Haverford Trust Company PA$8,627
Gmh Associates, Inc. PA$8,620
Vp Advantage Services, LLC PA$8,579
Ds Admiral Bidco LLC TN$8,558
Truvista Communications Inc SC$8,545
B Blair Corporation PA$8,544
Etactics, Inc. OH$8,469
Hackensack Radiology Group, P.A. NJ$8,445
Jgm Fabricators & Constructors LLC PA$8,398
Dynamic Dies, Inc. OH$8,317
Ram Technologies, Inc. PA$8,212
R2 Logistics, Inc. FL$8,160
Ndi Engineering Company NJ$8,130
Illuminations Inc PA$8,111
Deval Life Cycle Support PA$8,102
Food Express, Inc. NC$8,050
Emerson Group PA$8,030
Emerson Group PA$8,030
Laird Mfg, LLC CA$8,000
Baker Barrios Architect FL$7,992
Peoples Energy, LLC WI$7,943
Stat, Inc NC$7,803
Classic Packaging Company NC$7,721
Lezzer Holdings, Inc. PA$7,716
U.S. Facilities Inc. PA$7,683
Moldamatic, LLC PA$7,680
The Heritage Automotive Group, Inc. VT$7,652
Pulse Technologies, Inc. PA$7,625
Phillips & Cohen Associates, LTD. DE$7,551
Strata Solar, LLC NC$7,526
The Advocacy Alliance PA$7,513
Premier Select Sires PA$7,448
Paragon Medical IN$7,400
Mrm Residential Management PA$7,353
Zealandia Holding Company, Inc. NC$7,320
Alliance Pharma, Inc. PA$7,312
Aylstock, Witkin, Kreis & Overholtz, P.L.C. FL$7,249
Members Credit Union NC$7,247
Keeley Construction Group, Inc. MO$7,173
Newman Technology, Inc. OH$7,155
Kings College C/O Human Resources Department PA$7,131
The Genoa Banking Company OH$7,008
Jacent Strategic Merchandising PA$6,926
Burns Kull Automotive Group NJ$6,821
Bayer Heritage Federal Credit Union WV$6,789
Friendship House PA$6,745
Rvshare LLC OH$6,732
National Fleet Management, Inc. NC$6,539
Pf, LLC PA$6,526
Bay State Milling Company MA$6,474
Jackie B. Lovett Trucking Co., Inc. GA$6,308
Fr. Meyer's Sohn North America LLC PA$6,308
Lindy Property Management PA$6,292
Pf, LLC PA$6,233
Evolution US, LLC NJ$6,149
Bateman Civil Survey NC$6,064
National Federation of Independent Business, Inc. TN$5,901
Sea Watch International LTD MD$5,892
Carolina Therapeutic Services Inc NC$5,876
Billows Electric Supply Company, Inc. NJ$5,875
M.Davis & Sons, Inc. PA$5,804
Lower Cape Fear Hospice, Incorporated NC$5,797
Hynes Industries, Inc. OH$5,781
Infocision Management Corporation OH$5,694
Misfits Market MD$5,683
Isabella Stewart Gardner Museum MA$5,657
Pacifico Auto Group PA$5,632
Wisconsin Public Service Corporation (Wpsc) WI$5,628
Multilink, Inc. OH$5,624
Quan Services, Inc. NC$5,550
Hynansky Investments, LLC DE$5,548
T-Solutions, Inc. VA$5,542
Support Incorporated NC$5,518
The Wyanoke Group NJ$5,464
Custom Storage Solutions PA$5,438
Volumetric Building Companies LLC PA$5,394
Patriot Federal Credit Union PA$5,314
National Micro Rentals, Inc. NJ$5,296
Utility Line Services, Inc. PA$5,139
Ilc Dover LP DE$5,138
Hott Associates, Inc. OH$5,038
Gemini Bakery Equipment Company PA$5,033
Golden Technologies PA$4,992
Bake'n Joy Foods, Inc. MA$4,934
Peapack Gladstone Bank NJ$4,727
Wyoming Seminary College Preparatory School PA$4,719
Premier Gastroenterology, P.A. NC$4,718
Fisher Tank Company PA$4,687
Community Realty Management NJ$4,675
A3 Technology Inc NJ$4,672
Luzerne County Head Start, Inc. PA$4,641
Hillcrest Educational Centers Inc MA$4,636
Ginkgo Residential LLC NC$4,592
Aylstock, Witkin, Kreis & Overholtz, P.L.C. FL$4,590
Gldc-Ila Health and Welfare Fund OH$4,579
Gerber Scientific LLC CT$4,534
Paramount Plating Corporation NJ$4,513
Aylstock, Witkin, Kreis & Overholtz, P.L.C. FL$4,490
J. R. Balsan, Inc. dba Johnstone Supply PA$4,481
Odevo US Opco, LLC FL$4,473

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the OneDigital brand.