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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $18,551 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS LLC Service code 26 · EIN 87-3258080 | Advisory (Participants) | $10,000 |
5 funds of $250K or more; 12 lines in all, holding $3.5M of the plan's $3.5M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $2.3M | 65.3% |
| Party in Capital Group · Mutual fund | $803K | 23.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $143K | 4.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $81K | 2.3% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $51K | 1.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $47K | 1.3% |
| Vanguard Vanguard Ftse Allwdxus Index Adm Mutual Fund Shares Vanguard · Mutual fund Index | $35K | 1.0% |
| Federated Hermes Fed Herm Total Return Bond R6 Federated Hermes · Mutual fund | $23K | 0.7% |
| Federated Fed Herm Govt OBL Prem Mutual Fund Shares Federated Hermes · Mutual fund | $14K | 0.4% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $13K | 0.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.