Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$67K in admin expenses, $259 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $37.8M of the plan's $38.0M. Recordkeeper: OneAmerica.
Target-date series: T. Rowe Price Retirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $11.2M | 29.7% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $5.0M | 13.3% |
| Columbia Capital Allocation Aggressive Portfolio Ameriprise (Columbia Threadneedle) · Mutual fund | $3.9M | 10.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $2.5M | 6.6% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $2.1M | 5.5% |
| Columbia Capital Allocation Moderate Aggressive Portfolio Ameriprise (Columbia Threadneedle) · Mutual fund | $2.0M | 5.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.7M | 4.5% |
| OneAmerica Stable Value Fund Manager not matched · Stable value Stable value | $1.5M | 3.9% |
| Columbia Capital Allocation Moderate Portfolio Ameriprise (Columbia Threadneedle) · Mutual fund | $1.4M | 3.7% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.3M | 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 5 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Admiral Shares to Vanguard 500 Index Fund Investor Shares | $2.1M to $2.5M |
| Share class changeVanguard Small-Cap Index Fund Admiral Shares to Vanguard Small-Cap Index Fund Investor Shares | $1.2M to $1.3M |
| Share class changeVanguard Small-Cap Growth Index Fund Admiral Shares to Vanguard Small-Cap Growth Index Fund Investor Shares | $735K to $700K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 6 renames.
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.
9 more lines and 2 more changes 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 4 by compensation.
| Provider | Compensation |
|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Service code 15 · EIN 46-5378846 Recordkeeping | $52,563 |
Filed as: ONEAMERICA ADVISORY SERVICES, LLC Service code 17 · EIN 81-3920167 Pension Consulting | $10,250 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 19 · EIN 71-0294708 Securities Custodian | $4,176 |
Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025