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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 | $37,550 |
9 funds of $250K or more; 25 lines in all, holding $10.4M of the plan's $12.2M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Fidelity Freedom, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Stable Returns Funds American United Life Ins. Co. Manager not matched · Insurance contract | $4.6M | 44.2% |
| Tiaa-Cref Lrg Cap Grwth Index R TIAA (Nuveen) · Mutual fund Index | $1.2M | 11.8% |
| American United Life Ins. Co. Fidelity (FMR) · Mutual fund | $736K | 7.1% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $712K | 6.8% |
| Fidelity VIP GR Initial Fidelity (FMR) · Mutual fund | $712K | 6.8% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $525K | 5.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $399K | 3.8% |
| Vanguard VIP Small Comp Growth Ins Vanguard · Mutual fund | $344K | 3.3% |
| Fidelity VIP Equity-Income Initial Fidelity (FMR) · Mutual fund | $322K | 3.1% |
| Alger Larg Cap Growth Portfolio I-2 Manager not matched · Mutual fund | $286K | 2.7% |
Added 4 funds, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighAmerican Century Amercent Ultra Inv Mutual Fund to American United Life Ins. Co. | $728K to $736K |
| AddedFidelity VIP GR Initial | $712K |
| DroppedFidelity Fidelity Vip Asset Mgr 50 Init Mutual Fund Shares | $603K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.