Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$18K in admin expenses, $32 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 7 lines in all, holding $49.8M of the plan's $51.0M. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| RetirementTrack Moderate 2055 Fund - Fee Class R Manager not matched · Collective trust | $24.2M | 48.6% |
| RetirementTrack Moderate 2045 Fund - Fee Class R Manager not matched · Collective trust | $11.4M | 23.0% |
| RetirementTrack Moderate Retirement Fund - Fee C Manager not matched · Collective trust | $5.6M | 11.2% |
| RetirementTrack Moderate 2035 Fund - Fee Class R Manager not matched · Collective trust | $3.7M | 7.4% |
| date,rate of interest, collateral, par, or maturity date OneAmerica Stable Value Fund - Class I Manager not matched · Insurance contract | $3.6M | 7.3% |
| RetirementTrack Moderate 2065 Fund - Fee Class R Manager not matched · Collective trust | $1.3M | 2.6% |
| Attachment to 2025 Form Manager not matched · Other | $6K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Service code 15 · EIN 46-5378846 Recordkeeping | $17,029 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $925 |
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.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025