Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $15,901 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 75-1553739 | Advisory (Plan) | $224 |
1 fund of $250K or more; 2 lines in all, holding $2.8M of the plan's $2.8M. From the 2025 filing. Recordkeeper: Ameritas Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Account G Ameritas · Separate account | $2.8M | 98.9% |
| Loan Account ( through ) Ameritas · Insurance contract | $30K | 1.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.