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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $71,383 |
MARSH & MCLENNAN AGENCY LLC3+ years Filed as: MMA SECURITIES LLC Service code 27 P.O. BOX 9497 · NEW YORK, ND 10087 | Advisory (Plan) | $29,051 |
Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
20 funds of $250K or more; 22 lines in all, holding $20.0M of the plan's $20.3M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.1M | 20.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 17.7% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $1.8M | 8.9% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $1.6M | 7.9% |
| AB US Large Cap Growth CIT (W Series) AllianceBernstein · Collective trust | $1.5M | 7.7% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $1.2M | 6.1% |
| AUL Stable Value Account Series A Manager not matched · Insurance contract | $1.0M | 5.1% |
| WT MFS Mid Cap Value CL S MFS (Sun Life) · Collective trust | $870K | 4.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $825K | 4.1% |
| Fidelity Small Cap Value Fund Fidelity Advisor Small Cap Value Fund: Class Z Fidelity (FMR) · Mutual fund | $785K | 3.9% |
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.
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.