Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$19K in admin expenses, $57 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 35 lines in all, holding $5.1M of the plan's $5.1M. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Insurance contract | $1.3M | 25.6% |
| Retirementtrack Mod 2055 R1 Manager not matched · Insurance contract | $1.1M | 22.2% |
| American Funds Capital World Gr&Inc R6 Capital Group · Insurance contract | $556K | 10.9% |
| Eupac Fund Class R-6 Capital Group · Insurance contract | $509K | 10.0% |
| Retirementtrack Mod 2065 R1 Manager not matched · Insurance contract | $488K | 9.6% |
| RetirementTrack Mod 2045 R1 Manager not matched · Insurance contract | $335K | 6.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $321K | 6.3% |
| RetirementTrack Mod 2035 R1 Manager not matched · Insurance contract | $77K | 1.5% |
| Retirementtrack Cons 2035 R1 Manager not matched · Insurance contract | $67K | 1.3% |
| Retirementtrack Cons 2065 R1 Manager not matched · Insurance contract | $64K | 1.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
25 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 Recordkeeping | $39,093 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 Consulting | $17,598 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025