Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% 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.
$520 in admin expenses, $4 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 25 lines in all, holding $4.4M of the plan's $4.7M. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 31.3% |
| ONE Choice 2030 Portfolio R6 Class American Century · Mutual fund | $405K | 9.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $370K | 8.4% |
| Pooled Separate Accounts Issued by AUL: American Century One Choice 2025 R6 American Century · Separate account | $336K | 7.6% |
| ONE Choice 2035 Portfolio R6 Class American Century · Mutual fund | $239K | 5.4% |
| ONE Choice 2050 Portfolio R6 Class American Century · Mutual fund | $208K | 4.7% |
| ONE Choice 2040 Portfolio R6 Class American Century · Mutual fund | $201K | 4.5% |
| ONE Choice IN Retirement Portfolio R6 Class American Century · Mutual fund | $188K | 4.2% |
| American Funds Europac Garth R6 Capital Group · Mutual fund | $165K | 3.7% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $160K | 3.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 more lines 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 2 by compensation.
| Provider | Compensation |
|---|---|
ONEAMERICA RETIREMENT SERVICES LLC10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 Recordkeeping | $51,789 |
MARINER WEALTH ADVISORS, LLC10+ years Filed as: MARINER RETIREMENT Service code 28 · EIN 61-1740806 Investment Management | $0 |
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.
2 contacts
10 filings · 2016 to 2025