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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $62,528 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 8801 RIVER CROSSING BLVD · INDIANAPOLIS, IN 46240 | Investment Management | $42,500 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
23 funds of $250K or more; 15 lines in all, holding $40.0M of the plan's $40.1M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $14.8M | 37.1% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund | $9.8M | 24.6% |
| General Investments Value of Interest in Common / Collective Trusts Reliance Trust Stable Value Fund - Metlife GAC Serie Manager not matched · Stable value Stable value | $4.4M | 11.0% |
| Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.6M | 4.1% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $1.5M | 3.7% |
| Columbia Total Return Bond Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.4M | 3.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.3M | 3.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.1M | 2.8% |
| Value of Interest in Registered Investment Companies American Century Small Cap Growth R6 American Century · Mutual fund | $818K | 2.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.