Filings through .
Filed July 25, 2006
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: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $83,219 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $29,234 |
11 funds of $250K or more; 29 lines in all, holding $10.3M of the plan's $10.3M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $7.1M | 69.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $536K | 5.2% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $394K | 3.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $273K | 2.7% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $259K | 2.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $212K | 2.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $202K | 2.0% |
| Janus Henderson Jan Hen Enterprise N Mutual Fund Janus Henderson · Mutual fund | $122K | 1.2% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $107K | 1.0% |
| American Amerfds New World R6 Mutual Fund Capital Group · Mutual fund | $102K | 1.0% |
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, not money moved.
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.