Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $36,013 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $13,158 |
8 funds of $250K or more; 19 lines in all, holding $6.0M of the plan's $6.0M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, other, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Separate account Target-date, 11 vintages | $4.1M | 68.3% |
| Vangrd 500 Index Fund Adm Pooled separate account Vanguard · Separate account Index | $372K | 6.2% |
| Vangrd Growth Index Fund Adm Pooled Separate Account Vanguard · Separate account Index | $187K | 3.1% |
| Pooled Separate Account PIMCO Income Inst'l PIMCO (Allianz) · Separate account | $169K | 2.8% |
| Jan Hen Balanced N Manager not matched · Separate account | $162K | 2.7% |
| BlackRock Total Return K BlackRock · Separate account | $152K | 2.5% |
| Dodge & Cox Stock X Pooled separate account Dodge & Cox · Separate account | $121K | 2.0% |
| Goldmansachs Int EQ Insi R6 Pooled separate account Manager not matched · Separate account | $119K | 2.0% |
| Fidelity Advisor Int Cap App Z Fidelity (FMR) · Separate account | $112K | 1.9% |
| MFS Mid Cap Growth R6 Pooled separate account MFS (Sun Life) · Separate account | $109K | 1.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.