Filings through .
Filed September 29, 1992
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 |
|---|---|---|
STRATEGIC WEALTH PARTNERS5+ years Filed as: STRATEGIC WEALTH PARTNERS LLC Service code 27 520 LAKE COOK RD # 270 · DEERFIELD, IL 60015 | Advisory (Plan) | $141,334 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $78,399 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
23 funds of $250K or more; 20 lines in all, holding $57.2M of the plan's $59.5M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $16.3M | 28.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.0M | 19.3% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $7.0M | 12.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.9M | 8.6% |
| Eupac Fund Capital Group · Mutual fund | $2.2M | 3.9% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 3.7% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $2.0M | 3.5% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 3.3% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 2.8% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.