Filings through .
4 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).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$13K in admin expenses, $24 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 27 lines in all, holding $19.7M of the plan's $20.1M. Recordkeeper: OneAmerica.
Target-date series: BlackRock LifePath Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrck Lifepth Index 2040 K Mutual Fund Shares BlackRock · Mutual fund Index | $3.2M | 16.3% |
| Blackrock Blackrck Lifepth Index 2045 K Mutual Fund Shares BlackRock · Mutual fund Index | $2.6M | 13.3% |
| Blackrock Blackrck Lifepth Index 2055 K Mutual Fund Shares BlackRock · Mutual fund Index | $2.2M | 11.0% |
| Blackrck Lifepth Index 2050 K Mutual Fund Shares BlackRock · Mutual fund Index | $2.1M | 10.4% |
| Blackrock Blackrck Lifepth Index 2035 K Mutual Fund Shares BlackRock · Mutual fund Index | $2.0M | 10.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 7.1% |
| Blackrck Lifepth Index 2030 K Mutual Fund Shares BlackRock · Mutual fund Index | $1.3M | 6.7% |
| Blackrck Lifepth Index 2060 K Mutual Fund Shares BlackRock · Mutual fund Index | $1.2M | 6.1% |
| Blackrck Lifepth Index Ret K Mutual Fund Shares BlackRock · Mutual fund Index | $826K | 4.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $416K | 2.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
17 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 Recordkeeping | $73,300 |
WAHLUND1 year Service code 26 · EIN 47-0068294 Advisory (Participants) | $8,339 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025