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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $33,988 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $31,348 |
11 funds of $250K or more; 18 lines in all, holding $10.5M of the plan's $10.9M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $3.2M | 30.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.9M | 27.9% |
| New Perspective Fund Capital Group · Mutual fund | $1.2M | 11.8% |
| AB Small Cap Growth Portfolio AllianceBernstein · Separate account | $715K | 6.8% |
| American Balanced Fund Capital Group · Mutual fund | $608K | 5.8% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $274K | 2.6% |
| Aul Stable Value Account Manager not matched · Insurance contract | $250K | 2.4% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $242K | 2.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $239K | 2.3% |
| Mid Cap Value Fund American Century · Mutual fund | $220K | 2.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.