Filings through .
Filed October 18, 2004
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 | $72,153 |
FUTURE CAPITAL3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $11,501 |
18 funds of $250K or more; 29 lines in all, holding $11.6M of the plan's $14.5M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $2.5M | 21.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.2M | 18.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 11.1% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $675K | 5.8% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $522K | 4.5% |
| American Century Amercent Midcap Val R6 Mutual Fund American Century · Mutual fund | $476K | 4.1% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $461K | 4.0% |
| American Funds Amerfds New Perspective R6 Mutual Fund Shares Capital Group · Mutual fund | $361K | 3.1% |
| American Funds Amerfds American Balanced R6 Mutual Fund Shares Capital Group · Mutual fund | $339K | 2.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $334K | 2.9% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard U.S. Growth Fund Admiral Shares | $896K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.