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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 19435 W CAPITOL DR · BROOKFIELD, WI 53045 | Advisory (Participants) | $39,927 |
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $27,620 |
20 funds of $250K or more; 17 lines in all, holding $29.5M of the plan's $29.7M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $13.4M | 45.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.6M | 19.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.8M | 12.9% |
| Aul Stable Value Account Manager not matched · Insurance contract | $3.4M | 11.4% |
| American Funds Amerfds Washington Mutual R6 Mutual Fund Shares Capital Group · Mutual fund | $1.4M | 4.7% |
| Goldman Sachs Goldmansachs Money Mkt Gvt R6 Mutual Fund Shares Goldman Sachs · Money market | $621K | 2.1% |
| American Amerfds Eupac R6 Mutual Fund Capital Group · Mutual fund | $489K | 1.7% |
| Nationwide Geneva Small Cap Growth Fund Class R6 Nationwide · Mutual fund | $332K | 1.1% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $271K | 0.9% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund | $109K | 0.4% |
Added 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price Growth Stock Fund, Inc. to JPMorgan Large Cap Growth Fund Class R6 | $5.3M to $5.6M |
| AddedNationwide Geneva Small Cap Growth Fund Class R6 | $332K |
| AddedBaird Core Plus Bond Fund Institutional | $271K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 4 renames.
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.