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| Provider | Service type | Compensation |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $49,891 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $40,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
17 funds of $250K or more; 24 lines in all, holding $47.7M of the plan's $48.0M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $26.5M | 55.6% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund | $12.5M | 26.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 4.5% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract | $2.1M | 4.4% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $978K | 2.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $515K | 1.1% |
| Aul Stable Value Account Manager not matched · Insurance contract | $476K | 1.0% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $391K | 0.8% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $256K | 0.5% |
| Inflation-Linked Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $254K | 0.5% |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.