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| Provider | Service type | Compensation |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 37 · EIN 35-0145825 | Loan Processing | $77,160 |
RT JONES CAPITAL EQUITIES MGMT INC10+ years Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,891 |
7 funds of $250K or more; 42 lines in all, holding $10.0M of the plan's $10.2M. From the 2025 filing. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| AUL Fixed Account Manager not matched · Insurance contract | $2.9M | 29.5% |
| Aul Stable Value Account Manager not matched · Insurance contract | $971K | 9.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $914K | 9.2% |
| Troweprice Eqty Inc I Manager not matched · Separate account | $906K | 9.1% |
| Alger Capital Appreciation Z Manager not matched · Separate account | $837K | 8.4% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · Separate account | $542K | 5.4% |
| Goldmansachs Lrg Cap GR Ins R6 Manager not matched · Separate account | $308K | 3.1% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Separate account Index | $216K | 2.2% |
| Amerfds American Balanced R6 Manager not matched · Separate account | $207K | 2.1% |
| AmCent One Choice 2040 R6 Manager not matched · Separate account | $181K | 1.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.