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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,197 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $12,576 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
1 fund of $250K or more; 13 lines in all, holding $2.3M of the plan's $2.3M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.0M | 44.6% |
| Blackrock 40/60 Target Allocation Fund BlackRock · Mutual fund | $848K | 36.5% |
| Blackrock 80/20 Target Allocation Fund BlackRock · Mutual fund | $149K | 6.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $137K | 5.9% |
| Putnam Stable Value Fund 25 Franklin Templeton · Stable value Stable value | $38K | 1.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $35K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $22K | 0.9% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $18K | 0.8% |
| PIMCO RAE US Small Fund PIMCO (Allianz) · Mutual fund | $17K | 0.7% |
| American Funds Inflation Linked Bond Fund Capital Group · Mutual fund | $9K | 0.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.