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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $51,940 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $43,074 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
18 funds of $250K or more; 23 lines in all, holding $22.2M of the plan's $23.1M. From the 2025 filing. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund BlackRock · ETF Index | $4.1M | 18.2% |
| Metlife GAC Series MetLife · Collective trust | $2.4M | 10.8% |
| Goldman Sachs Large Cap Value Insights Fund Class R6 Shares Goldman Sachs · Mutual fund | $2.2M | 9.8% |
| iShares Russell Mid-Cap Index Fund BlackRock · ETF Index | $2.0M | 8.9% |
| Aggressive 2045 Fund Manager not matched · Mutual fund | $1.7M | 7.7% |
| Aggressive 2035 Fund Manager not matched · Mutual fund | $1.5M | 6.5% |
| Aggressive 2055 Fund Manager not matched · Mutual fund | $1.4M | 6.2% |
| Aggressive Retirement Fund Manager not matched · Mutual fund | $1.3M | 5.6% |
| iShares Russell 2000 Small-Cap Index Fund BlackRock · ETF Index | $976K | 4.4% |
| Wilmington Flexpath Large Cap Value Great Gray · Other | $975K | 4.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.