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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5377884 | Recordkeeping | $141,768 |
REGIONS BANK7+ years Service code 16 · EIN 63-0371391 | Consulting | $14,150 |
Filed as: MATRIX TRUST COMPANY Service code 18 · EIN 75-3182674 | Custodial (securities); Trustee (bank... | $0 |
27 funds of $250K or more; 19 lines in all, holding $99.0M of the plan's $103M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $71.7M | 72.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.3M | 6.4% |
| JPMorgan large Cap Growth Fund - Class R JPMorgan · Mutual fund | $5.9M | 6.0% |
| Stable Value Fund Manager not matched · Insurance contract | $3.0M | 3.0% |
| American American Mutual Fund Class R-6 Capital Group · Mutual fund | $1.6M | 1.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.4M | 1.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.1% |
| Victory Pioneer Select Mid Cap Growth Fund - Cla Victory Capital · Mutual fund | $1.1M | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.1% |
| AB Small Cap Growth Portfol Manager not matched · Mutual fund | $929K | 0.9% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 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).
The auditor signed off without reservation. This is the cleanest opinion.