Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBERT W. BAIRD & CO. Service code 27 202 S. COLLEGE AVENUE · BLOOMINGTON, IN 47404 | Advisory (Plan) | $46,023 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $41,916 |
Filed as: MATRIX TRUST COMPANY Service code 18 | Float revenue; Custodial (securities)... | $0 |
Service code 50 | Direct Payment | $0 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
17 funds of $250K or more; 19 lines in all, holding $18.0M of the plan's $18.0M. From the 2025 filing. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| rate of Amer Century One Chc Blnd+ 2025 R6 Manager not matched · Mutual fund | $3.4M | 18.8% |
| Amer Century One Chc Blnd+ 2030 R6 Manager not matched · Mutual fund | $2.8M | 15.4% |
| Amer Century One Chc Blnd+ 2035 R6 Manager not matched · Mutual fund | $1.6M | 8.8% |
| Amer Century One Chc Blnd+ 2040 R6 Manager not matched · Mutual fund | $1.4M | 7.5% |
| Amer Century One Chc Blnd+ 2050 R6 Manager not matched · Mutual fund | $1.3M | 7.2% |
| PIMCO Stable Income Fund Class 3 PIMCO (Allianz) · Stable value Stable value | $1.3M | 7.1% |
| Amer Century One Chc Blnd+ 2045 R6 Manager not matched · Mutual fund | $1.2M | 6.4% |
| Amer Century One Chc Blnd+ 2020 R6 Manager not matched · Mutual fund | $1.1M | 5.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $724K | 4.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $607K | 3.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
The auditor signed off without reservation. This is the cleanest opinion.