Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
3% 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.
$149K in admin expenses, $193 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 11 lines in all, holding $133M of the plan's $134M. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $52.1M | 39.2% |
| Baird Intermediate Bond Fund Baird · Mutual fund | $27.5M | 20.6% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $11.7M | 8.8% |
| GQG Partners International Opportunities Fund GQG Partners · Mutual fund | $11.0M | 8.2% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $10.2M | 7.6% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $6.5M | 4.9% |
| Galliard Stable Return Fund Allspring · Collective trust | $4.4M | 3.3% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $4.4M | 3.3% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $3.6M | 2.7% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $1.9M | 1.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| AddedBaird Intermediate Bond Fund | $27.5M |
| Share class changeVanguard Mid-Cap Growth Index Fund Admiral Shares to Vanguard Mid-Cap Growth Index Fund Investor Shares | $9.2M to $10.2M |
| Share class changeVanguard Mid-Cap Value Index Fund Admiral Shares to Vanguard Mid-Cap Value Index Fund Investor Shares | $6.0M to $6.5M |
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. They do not show money moved.
1 more line and 3 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 |
|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 Recordkeeping | $86,718 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $39,028 |
Service code 27 · EIN 39-1859759 Advisory (Plan) | $23,700 |
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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025