Filings through .
Filed February 23, 2005
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 LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $80,828 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $43,488 |
FUTURE CAPITAL3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $25,311 |
26 funds of $250K or more; 28 lines in all, holding $18.5M of the plan's $19.7M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.1M | 33.1% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $1.3M | 7.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 6.6% |
| American Funds Amerfds American Balanced R6 Mutual Fund Shares Capital Group · Mutual fund | $1.2M | 6.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $910K | 4.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $839K | 4.5% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $774K | 4.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $686K | 3.7% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $667K | 3.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $536K | 2.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Amerfds New World R6 Mutual Fund | $486K |
| DroppedNEW World Fund INC Class R-6 | $361K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines, 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.