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| Provider | Service type | Compensation |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $88,828 |
Filed as: RAYMOND JAMES AND ASSO INC Service code 16 · EIN 59-1237041 | Consulting | $24,525 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,981 |
19 funds of $250K or more; 38 lines in all, holding $23.8M of the plan's $24.2M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, other, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Separate account Target-date, 12 vintages | $8.5M | 35.5% |
| Janus Henderson Balanced Fund Janus Henderson · Separate account | $2.6M | 10.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $2.6M | 10.8% |
| Vangrd LifeStrat 60/40Fd Inv Pooled Separate Account Vanguard · Separate account | $1.7M | 7.3% |
| Vgrd Mrgst Gr In Ad Pooled Separate Account Manager not matched · Separate account | $1.5M | 6.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Separate account Index | $869K | 3.7% |
| Vgrd Mrgst MdCp In Ad Manager not matched · Separate account | $581K | 2.4% |
| Virtus Ceredex Large Cap Value Pooled Separate Account Virtus · Separate account | $528K | 2.2% |
| Vangrd LifeStrat 80/20Fd Inv Pooled Separate Account Vanguard · Separate account | $474K | 2.0% |
| Pioneer Bond Fund: Class K Victory Capital · Separate account | $377K | 1.6% |
Added 5 funds, dropped 4 funds. Changed vehicle on 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVangrd LifeStrat 60/40Fd Inv Pooled Separate Account | $1.7M |
| AddedVgrd Mrgst Gr In Ad Pooled Separate Account | $1.5M |
| DroppedVanguard LifeStrat Mod Grwth Fd Inv | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.