Filings through .
3 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$255 in admin expenses, $1 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 17 lines in all, holding $6.0M of the plan's $6.1M. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, other, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| AUL Fixed Account Manager not matched · Insurance contract | $1.3M | 22.4% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Separate account Target-date, 8 vintages | $1.3M | 21.4% |
| Fidelity VIP Growth Portfolio Fund Fidelity (FMR) · Separate account | $578K | 9.6% |
| State Street Equity 500 Index Fund State Street (SSgA) · Separate account | $524K | 8.7% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Separate account | $316K | 5.3% |
| AUL Alternate Fixed Account Manager not matched · Insurance contract | $282K | 4.7% |
| Alger Large Cap Growth Portfolio Manager not matched · Separate account | $266K | 4.4% |
| AmerCent VP Capital Apprec Manager not matched · Separate account | $232K | 3.9% |
| Amcap Fund Class R-4 Capital Group · Separate account | $229K | 3.8% |
| Invesco Value Opportunities Fund Class Y Invesco · Separate account | $201K | 3.4% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerCent One Choice 2040 to Nuveen Lifecycle Index 2040 Fund | $350K to $1.2M |
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. They do not show money moved.
7 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 1 by compensation.
| Provider | Compensation |
|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 Recordkeeping | $25,178 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed June 12, 2008.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025