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| Provider | Service type | Compensation |
|---|---|---|
LEAFHOUSE FINANCIAL ADVISORS, LLC10+ years Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $40,399 |
ONEAMERICA RETIREMENT SERVICES LLC10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $36,717 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 10 · EIN 13-1614399 | Accounting | $85 |
14 funds of $250K or more; 23 lines in all, holding $10.1M of the plan's $10.3M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: SSgA Target Retirement, other, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Separate account Target-date, 9 vintages | $5.6M | 55.8% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Separate account | $955K | 9.4% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Separate account | $637K | 6.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $569K | 5.6% |
| Amercent Midcap Val R6 Manager not matched · Separate account | $359K | 3.5% |
| Aul Stable Value Account Manager not matched · Insurance contract | $263K | 2.6% |
| Amerfds New World R6 Manager not matched · Separate account | $262K | 2.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Separate account | $212K | 2.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $211K | 2.1% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Separate account | $208K | 2.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.