Filings through .
3 of 19 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $978K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$240 in admin expenses, $1 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 9 lines in all, holding $6.3M of the plan's $6.2M. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $5.7M | 91.2% |
| Fidelity Tot Mkt Index Intl Prem Fidelity (FMR) · Mutual fund IndexPossible retail class A | $140K | 2.2% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund Possible retail class A | $120K | 1.9% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $101K | 1.6% |
| Nuveen Lifestyle Aggressive Growth Fund Class A TIAA (Nuveen) · Mutual fund Possible retail class A | $88K | 1.4% |
| American Century Strategic Allocation: Conservative American Century · Other | $46K | 0.7% |
| Bond Fund OF America Class A Capital Group · Mutual fund Possible retail class A | $34K | 0.5% |
| Goldman Sachs Government Money Market Fund Goldman Sachs · Money market | $19K | 0.3% |
| DFA Emerg Mkts Core Eq 2 Port Mutual Fund Dimensional · Mutual fund Possible retail class A | $5K | <0.1% |
Dropped 6 funds.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund Class R6 | $1.7M |
| DroppedVanguard Growth and Income Fund Admiral Shares | $296K |
| DroppedGoldman Sachs Goldmansachs Midcap Val R6 Mutual Fund Shares | $291K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
3 more changes 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 1 by compensation.
| Provider | Compensation |
|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 Recordkeeping | $32,338 |
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.
Filed June 8, 2009.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
10 filings · 2015 to 2025