Filings through .
1 of 17 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 2024 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.
$61K in admin expenses, $169 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
ONEAMERICA RETIREMENT SERVICES LLC10+ years Service code 15 · EIN 46-5378846 Recordkeeping | $50,320 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 27 · EIN 81-3920167 Advisory (Plan) | $10,560 |
Filed as: MATRIX TRUST COMPANY N.A. Service code 19 · EIN 75-3182674 Securities Custodian | $0 |
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 2024 filing.
2 contacts
10 filings · 2015 to 2024