Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT PLAN SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $15,895 |
WIPFLI LLP3 years Service code 10 · EIN 41-2899048 | Accounting | $14,206 |
HAYS FINANCIAL GROUP4 years Filed as: THE HAYS FINANCIAL GROUP Service code 27 · EIN 41-1784898 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,777 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
11 funds of $250K or more; 13 lines in all, holding $8.0M of the plan's $8.4M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral 540 ale Vanguard · Mutual fund Index | $1.4M | 17.4% |
| Vanguard Windsor Funds Vanguard Windsor Il Fd Admiral 573 Vanguard · Mutual fund Possible retail class A | $1.1M | 13.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 12.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $974K | 12.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $727K | 9.1% |
| Columbia Total Return Bond Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $555K | 7.0% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $452K | 5.7% |
| Conestoga Small Cap Fund Institutional Class Conestoga Capital · Mutual fund | $407K | 5.1% |
| American Century Investments Avantis Us Small Cap Value Institutional American Century · Other | $390K | 4.9% |
| Goldman Sachs International Small Cap Insights Fund Goldman Sachs · Mutual fund | $368K | 4.6% |
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Windsor Funds Vanguard Windsor Il Fd Admiral 573 | $1.1M |
| DroppedVanguard Windsor II Fund Admiral Shares | $951K |
| AddedConestoga Small Cap Fund Institutional Class | $407K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.