Filings through .
2 of 18 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$67K in admin expenses, $50 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 20 lines in all, holding $6.8M of the plan's $6.9M. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, other, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Separate account Target-date, 11 vintages | $5.7M | 83.8% |
| Vanguard Total Stock Market Index Adv Vanguard · Separate account Index | $330K | 4.9% |
| Aul Stable Value Account Manager not matched · Insurance contract | $145K | 2.1% |
| Nuveen Large Cap Growth Index Fund Class I TIAA (Nuveen) · Separate account Index | $85K | 1.3% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Separate account | $85K | 1.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Separate account | $80K | 1.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Separate account | $66K | 1.0% |
| U.S. Large Cap Growth Portfolio Institutional Class Dimensional · Separate account | $59K | 0.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $37K | 0.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $36K | 0.5% |
| 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 |
10 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.
10 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 Recordkeeping | $67,756 |
SYNOVUS TRUST COMPANY6 years Filed as: SYNOVUS SECURITIES INC Service code 16 · EIN 58-1625031 Consulting | $30,793 |
Filed as: MCNAIR MCLEMORE MIDDLEBROOKS & CO Service code 15 · EIN 58-1094351 P.O. BOX ONE · MACON, GA 31202 Recordkeeping | $10,600 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
8 filings · 2018 to 2025