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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $39,489 |
WIPFLI LLP5 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $20,100 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
13 funds of $250K or more; 17 lines in all, holding $13.4M of the plan's $13.6M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $6.4M | 47.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.9M | 22.0% |
| Value of Interest in Registered Investment Companies Artisan Mid Cap Artisan Partners · Other | $1.1M | 8.4% |
| Value of Funds Held in Insurance Co. General Account (Unallocated Contracts) AUL Stable Value Account Series A Manager not matched · Insurance contract | $901K | 6.7% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $770K | 5.8% |
| John Hancock Disciplined Value Mid Cap Fund Class A John Hancock (Manulife) · Mutual fund | $258K | 1.9% |
| Harbor Capital Appreciation R Harbor Capital · Mutual fund | $231K | 1.7% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $223K | 1.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $169K | 1.3% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund | $141K | 1.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.