Filings through .
Filed November 18, 2024 (most recent of 3 filings on file)
Total covered: 10 employees
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4 funds of $250K or more; 37 lines in all, holding $2.8M of the plan's $2.8M. From the 2024 filing. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Equty 500 Indx R State Street (SSgA) · Mutual fund Index | $329K | 11.6% |
| Amerfds 2025 Trgt Date Ret R3 Manager not matched · Mutual fund Possible retail class R3 | $323K | 11.4% |
| Amerfds 2045 Trgt Date Ret R3 Manager not matched · Mutual fund Possible retail class R3 | $306K | 10.8% |
| Amerfds 2050 Target Date Ret R3 Manager not matched · Mutual fund Possible retail class R3 | $296K | 10.4% |
| Amerfds 2060 Target Date Ret R3 Manager not matched · Mutual fund Possible retail class R3 | $188K | 6.6% |
| Amercent Strat Alloc Agrsv A Manager not matched · Mutual fund Possible retail class A | $162K | 5.7% |
| Amerfds 2040 Trgt Date Ret R3 Manager not matched · Mutual fund Possible retail class R3 | $154K | 5.4% |
| Franklin Growth R Franklin Templeton · Mutual fund | $115K | 4.0% |
| Fidelity Advisor Total Bond M Fidelity (FMR) · Mutual fund | $94K | 3.3% |
| Columbia Sel Largecap Value A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $87K | 3.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)