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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $30,450 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 26 · EIN 36-4291971 | Advisory (Participants) | $12,000 |
11 funds of $250K or more; 19 lines in all, holding $7.1M of the plan's $7.4M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.9M | 69.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $849K | 12.0% |
| AB Large Cap Growth Z AllianceBernstein · Other | $314K | 4.5% |
| Fidelity 500 US Index Fidelity (FMR) · Mutual fund Index | $261K | 3.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $135K | 1.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $131K | 1.9% |
| Victory Sycam Small CO OP R6 Mutual Fund Victory Capital · Mutual fund | $103K | 1.5% |
| Black Rock Global Allocation K BlackRock · Other | $84K | 1.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $57K | 0.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $50K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.