About Onedigital Investment Advisors LLC
<p>Founded in 2000, OneDigital Investment Advisors LLC is a registered investment advisor with $149.0B in AUM (2026) and a large team of 4,000 employees.</p> <p>Headquartered in Overland Park in the Kansas City metro, the firm also has offices in Alpharetta and Atlanta in the greater Atlanta area, plus Gadsden, Alabama. OneDigital works with employers on retirement plan setup and ongoing fiduciary support, including plan design consulting and 3(21) and 3(38) services.</p> <p>On the plan advisory side, the team handles fee benchmarking and participant education, along with retirement plan administration support tied to plan provisions and regulatory requirements. Services referenced in its retirement work include discrimination and compliance testing as part of keeping plans aligned with applicable rules.</p> <p>One differentiator is the breadth of adjacent services offered through the wider OneDigital organization, including executive benefits, financial education, HR consulting, and PEO services, which can be useful for employers who want retirement plan guidance alongside broader people and benefits support.</p> <ul> <li>Retirement plan consulting and <a href="/plan-advisors">plan advisor</a> services</li> <li>3(21) fiduciary advisor support</li> <li>3(38) investment manager services</li> <li>Plan design consulting</li> <li>Fee benchmarking and participant education</li> </ul>
Website: https://www.onedigital.com
Founded: 2000
Employees: 4000
Office Locations
- Overland Park, KS (Headquarters)
- Alpharetta, GA
- Gadsden, AL
- Atlanta, GA
- Atlanta, GA
Services Offered
- 3(38) Investment Manager
- 3(21) Investment Advisor
- Plan Design Consulting
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $149.0B
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| AMENTUM 401(K) RETIREMENT PLAN | AMENTUM SERVICES, INC., VA | $2.5B | 30,412 |
| CLARK GROUP RETIREMENT PLAN | CLARK CONSTRUCTION GROUP LLC, MD | $1.0B | 2,919 |
| SERCO INC. 401(K) RETIREMENT PLAN | SERCO INC., VA | $744M | 7,147 |
| RANDSTAD NORTH AMERICA 401(K) PLAN | RANDSTAD NORTH AMERICA, GA | $674M | 84,248 |
| THE CNA CORPORATION RETIREMENT PLAN | THE CNA CORPORATION, VA | $601M | 802 |
| CORECIVIC 401(K) PLAN | CORECIVIC OF TENNESSEE, LLC, TN | $454M | 10,987 |
| BLOOMBERG INDUSTRY GROUP, INC. 401(K) PLAN | BLOOMBERG INDUSTRY GROUP, INC., VA | $447M | 1,267 |
| SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN AND TRUST | SYSTEMS PLANNING AND ANALYSIS, INC., VA | $428M | 2,052 |
| AMSI 401(K) PLAN | AMSI, FL | $380M | 17,534 |
| ECS FEDERAL, LLC 401(K) PLAN | ECS FEDERAL, LLC, VA | $369M | 3,774 |
| LEIDOS BIOMEDICAL RESEARCH, INC. CAPITAL ACCUMULATION PLAN | LEIDOS BIOMEDICAL RESEARCH, INC., MD | $366M | 2,319 |
| THE UNITED STATES PHARMACOPEIAL CONVENTION 401(K) SAVINGS PLAN | THE UNITED STATES PHARMACOPEIAL CONVENTION, MD | $344M | 871 |
| BNA EMPLOYEES RETIREMENT PLAN | BLOOMBERG INDUSTRY GROUP, INC., VA | $313M | 121 |
| UNITED THERAPEUTICS CORPORATION EMPLOYEES' RETIREMENT PLAN | UNITED THERAPEUTICS CORPORATION, MD | $298M | 1,291 |
| EVOLENT HEALTH 401(K) PLAN | EVOLENT HEALTH LLC, VA | $289M | 3,226 |
| INCOMM 401(K) RETIREMENT SAVINGS PLAN | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC., GA | $277M | 2,042 |
| LEIDOS BIOMEDICAL RESEARCH, INC. EMPLOYEE SAVINGS PLAN | LEIDOS BIOMEDICAL RESEARCH, INC., MD | $246M | 417 |
| LEIDOS BIOMEDICAL RESEARCH, INC. RETIREMENT PLAN | LEIDOS BIOMEDICAL RESEARCH, INC., MD | $235M | 436 |
| REHMANN LLC 401K PLAN | REHMANN LLC, MI | $217M | 1,009 |
| ALARM.COM 401(K) PLAN | ALARM.COM HOLDINGS, INC, VA | $199M | 1,834 |
Showing top 20 of 376 plans serviced in 2025.
Team Members
- Adam Bruckman, Chief Executive Officer
- Vinay Gidwaney, Chief Product Officer
- Andrew Jefferys, National Vice President of Wealth Management Solutions
- Mike Powers, National Vice President of Executive Benefits
- Mike Sullivan, Chief Growth Officer
- Chuck Ristau, Chief Financial Officer
- Bill Carew, President
- Emily Bailey, Regional President, East
- Frank Zugaro, National Vice President of Retirement Solutions
- Camry Blaising, Chief Operating Officer