Filings through .
5 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 2025 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.
$4K in admin expenses, $6 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds hold $21.3M of the plan's $23.0M. Recordkeeper: OneAmerica.
Target-date series: Fidelity Freedom, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintages | $7.0M | 33.0% |
| Fidelity VIP Growth Fidelity (FMR) · Mutual fund | $4.2M | 19.8% |
| Group Annuity Contract of American United Life Insurance Company AUL Fixed Fund Manager not matched · Insurance contract | $3.2M | 14.8% |
| Aul Stable Value Account Manager not matched · Insurance contract | $1.5M | 6.9% |
| State Street S&P 500 Index CI Fund State Street (SSgA) · Mutual fund Index | $1.2M | 5.5% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund | $1.0M | 4.9% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $583K | 2.7% |
| Vanguard Vif Small Comp Growth Vanguard · Mutual fund | $525K | 2.5% |
| AUL Pooled Separate Accounts American Funds Capital World Growth & Income Capital Group · Separate account | $366K | 1.7% |
| Columbia Mid Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $362K | 1.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 3 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity VIP Growth | $4.2M |
| DroppedFidelity Vip Grth Init Mutual Fund | $2.6M |
| DroppedAUL Pooled Separate Accounts AmCent Ultra Inv | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
9 more lines and 3 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
ONEAMERICA RETIREMENT SERVICES LLC10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 37 · EIN 35-0145825 Loan Processing | $68,143 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 Investment Management | $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 2025 filing.
Filed May 30, 1997.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
10 filings · 2016 to 2025