Filings through .
Filed February 13, 2014
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $224,304 |
Service code 16 · EIN 04-2675571 | Consulting | $64,932 |
HORIZON HOUSE INC.1 year Service code 28 · EIN 23-1413304 | Investment Management | $23,763 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 15 · EIN 43-1451524 | Recordkeeping | $23,763 |
15 funds of $250K or more; 17 lines in all, holding $26.1M of the plan's $27.1M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $16.9M | 64.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 9.5% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $2.3M | 8.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.4M | 5.3% |
| Stable Value Fund Manager not matched · Insurance contract | $1.0M | 3.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $717K | 2.7% |
| Nuveen Intl Equity lndex lnstl TIAA (Nuveen) · Mutual fund | $279K | 1.1% |
| Vanguard Selected Value Investors Vanguard · Mutual fund | $205K | 0.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $184K | 0.7% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $182K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.