Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $74,244 |
BDO USA, LLP1 year Filed as: BDO Service code 10 PO BOX 677973 · DALLAS, TX 752677973 | Accounting | $23,291 |
14 funds of $250K or more; 32 lines in all, holding $49.3M of the plan's $50.9M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Great Gray Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Retirement Manager not matched · Mutual fund Target-date, 11 vintages | $36.0M | 72.9% |
| Great Gray Retirement Track Conservative Retirement Fund Manager not matched · Mutual fund | $4.2M | 8.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 3.0% |
| American United Life Insurance Co. AUL Stable Value Account Manager not matched · Insurance contract | $1.2M | 2.4% |
| American Balanced Fund Capital Group · Mutual fund | $990K | 2.0% |
| Great Gray Retirement Track Moderate Retirement Fund Manager not matched · Mutual fund | $754K | 1.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $708K | 1.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $554K | 1.1% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $359K | 0.7% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $346K | 0.7% |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.