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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $16,720 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $11,356 |
Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
24 funds of $250K or more; 22 lines in all, holding $32.8M of the plan's $33.3M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: BlackRock LifePath Index, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $4.0M | 12.3% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund Possible retail class A | $3.5M | 10.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $3.4M | 10.4% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund Possible retail class A | $3.0M | 9.2% |
| JPMorgan Large Cap Growth Fund Class I JPMorgan · Mutual fund Possible retail class A | $2.6M | 8.1% |
| Eupac Fund Class A Capital Group · Mutual fund Possible retail class A | $2.3M | 6.9% |
| T. Rowe Price Growth Stock Fund T. Rowe Price · Mutual fund Possible retail class A | $2.2M | 6.8% |
| Wells Fargo Stable Value Fund M Allspring · Stable value Stable value | $1.9M | 5.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.8M | 5.5% |
| Victory Sycamore Small Co Opp I Victory Capital · Mutual fund Possible retail class A | $1.7M | 5.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.