Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$36K in admin expenses, $99 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 42 lines in all, holding $17.4M of the plan's $18.2M. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $9.8M | 56.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 9.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 6.7% |
| Aul Stable Value Account Manager not matched · Insurance contract | $1.0M | 5.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $608K | 3.5% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $503K | 2.9% |
| Fidelity Disciplined Equity Fund Fidelity (FMR) · Mutual fund | $426K | 2.4% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $379K | 2.2% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $315K | 1.8% |
| Fidelity Fidelity (FMR) · Mutual fund | $304K | 1.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
32 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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. They do not show money moved.
32 more lines 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 4 by compensation.
| Provider | Compensation |
|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 Recordkeeping | $39,673 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SRVS Service code 26 · EIN 34-1542819 Advisory (Participants) | $25,000 |
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $800 |
Service code 64 · EIN 04-2647786 Recordkeeping Fees | $160 |
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 April 12, 2008.
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
11 filings · 2015 to 2025