Filings through .
Filed July 30, 1999
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 LLC10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $46,151 |
21 funds of $250K or more; 20 lines in all, holding $16.6M of the plan's $17.6M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $8.0M | 48.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 8.5% |
| American United Life Stable Value Account Manager not matched · Insurance contract | $1.4M | 8.5% |
| Amerfds American Balance R6 Manager not matched · Mutual fund | $1.0M | 6.3% |
| Amerfds Income Fund OF Amer R6 Manager not matched · Mutual fund | $1.0M | 6.2% |
| American Funds Amerfds Washington Mutual R6 Mutual Fund Shares Capital Group · Mutual fund | $699K | 4.2% |
| Amercent Ultra R6 Manager not matched · Mutual fund | $414K | 2.5% |
| American Funds Amerfds New Perspective R6 Mutual Fund Shares Capital Group · Mutual fund | $369K | 2.2% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $366K | 2.2% |
| Goldmansachs Int EQ Insi R6 Manager not matched · Mutual fund | $360K | 2.2% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.