Filings through .
Filed October 18, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $166,233 |
PENSION CONSULTANTS, INC.2 years Filed as: PENSION CONSULTANTS INC. Service code 13 300 SOUTH CAMPBELL · SPRINGFIELD, MO 65806 | Contract Administrator | $82,251 |
Filed as: MATRIX TRUST COMPANY Service code 18 · EIN 75-3182674 | Float revenue; Custodial (other than ... | $0 |
28 funds of $250K or more; 18 lines in all, holding $104M of the plan's $106M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $37.4M | 35.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $18.1M | 17.4% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund | $12.2M | 11.7% |
| Lazard International Strategic Equity Portfolio Institutional Shares Lazard · Mutual fund | $5.2M | 5.0% |
| Payden Corporate Bond Fund Payden & Rygel · Mutual fund | $4.1M | 3.9% |
| JPMorgan Mortgage-Backed Securities Fund JPMorgan · Mutual fund | $4.0M | 3.9% |
| Emerald Growth Fund Institutional Class Emerald Advisers · Mutual fund | $4.0M | 3.8% |
| Undiscovered Managers Behavioral Value Fund JPMorgan · Mutual fund | $3.8M | 3.7% |
| Aul Stable Value Account Manager not matched · Insurance contract | $3.8M | 3.6% |
| Allspring Special Mid Cap Value CIT Allspring · Collective trust | $3.0M | 2.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.