Filings through .
Filed May 15, 2013 (most recent of 2 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 |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $93,992 |
RPA FINANCIAL LLC8 years Filed as: RPA FINANCIAL Service code 27 · EIN 83-1143379 | Advisory (Plan) | $84,262 |
24 funds of $250K or more; 16 lines in all, holding $51.7M of the plan's $52.8M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, other, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Insurance contract Target-date, 12 vintages | $38.7M | 74.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $2.4M | 4.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Insurance contract | $1.9M | 3.6% |
| Aul Stable Value Account Manager not matched · Insurance contract | $1.7M | 3.3% |
| Vanguard Total Int Stock Index Adm Vanguard · Insurance contract Index | $1.2M | 2.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Insurance contract | $1.2M | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.0M | 2.0% |
| American Funds Washington Mutual R6 Capital Group · Insurance contract | $935K | 1.8% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Insurance contract | $553K | 1.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $493K | 1.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.