Filings through .
Filed October 2, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $102,689 |
23 funds of $250K or more; 25 lines in all, holding $25.9M of the plan's $26.2M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $15.5M | 59.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 6.2% |
| American Funds Amerfds Fndamental Invs R6 Mutual Fund Shares Capital Group · Mutual fund | $1.4M | 5.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1.1M | 4.4% |
| American Funds Amerfds American Balanced R6 Mutual Fund Shares Capital Group · Mutual fund | $914K | 3.5% |
| Aul Stable Value Account Manager not matched · Insurance contract | $585K | 2.3% |
| American Amerfds Eupac R6 Mutual Fund Capital Group · Mutual fund | $483K | 1.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $460K | 1.8% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $442K | 1.7% |
| MFS Mass Invs Grth Stk R6 MFS (Sun Life) · Mutual fund | $435K | 1.7% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Amerfds Eupac R6 Mutual Fund | $483K |
| DroppedAmerican Funds Amerfds Europac Grth R6 Mutual Fund Shares | $421K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.