Filings through .
Filed June 7, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $84,958 |
COMMERCE BANK5 years Filed as: COMMERCE TRUST COMPANY Service code 26 · EIN 48-0962626 | Advisory (Participants) | $49,973 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
19 funds of $250K or more; 25 lines in all, holding $15.3M of the plan's $15.6M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, other, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Insurance contract Target-date, 12 vintages | $7.9M | 51.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.4M | 9.1% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Insurance contract | $1.2M | 7.8% |
| Aul Stable Value Account Manager not matched · Insurance contract | $1.0M | 6.7% |
| Fidelity International Index Fund Fidelity (FMR) · Insurance contract Index | $537K | 3.5% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Insurance contract | $496K | 3.3% |
| Pgim Jenn Midcap Grth R6 Prudential (PGIM) · Insurance contract | $494K | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $450K | 3.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Insurance contract | $449K | 2.9% |
| Pgim Jenn Small Comp R6 Prudential (PGIM) · Insurance contract | $270K | 1.8% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.