Filings through .
Filed November 6, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $776 |
16 funds of $250K or more; 27 lines in all, holding $13.6M of the plan's $13.6M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $7.2M | 52.7% |
| The Variable Life Insurance Annuity Company Manager not matched · Insurance contract | $1.9M | 13.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $831K | 6.1% |
| Aul Stable Value Account Manager not matched · Insurance contract | $830K | 6.1% |
| Vanguard LifeStrat Growth Inv Vanguard · Mutual fund | $578K | 4.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $415K | 3.1% |
| Fixed Account Plus Manager not matched · Insurance contract | $330K | 2.4% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $275K | 2.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $152K | 1.1% |
| Vanguard REIT Index Adm Vanguard · Mutual fund Index | $144K | 1.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.