Filings through .
Filed June 8, 2009
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 LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $243,967 |
NFP RETIREMENT INC9 years Service code 16 · EIN 33-0905143 | Consulting | $21,563 |
VASQUEZ & COMPANY LLP3 years Service code 28 655 N CENTRAL AVE · GLENDALE, CA 91203 | Investment Management | $7,165 |
18 funds of $250K or more; 24 lines in all, holding $45.0M of the plan's $47.4M. From the 2024 filing. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| ONE Choice 2045 Portfolio R6 Class American Century · Mutual fund | $6.3M | 13.9% |
| ONE Choice 2050 Portfolio R6 Class American Century · Mutual fund | $5.8M | 12.8% |
| ONE Choice 2040 Portfolio R6 Class American Century · Mutual fund | $5.7M | 12.7% |
| ONE Choice 2030 Portfolio R6 Class American Century · Mutual fund | $5.0M | 11.1% |
| ONE Choice 2035 Portfolio R6 Class American Century · Mutual fund | $4.5M | 10.1% |
| ONE Choice 2055 Portfolio R6 Class American Century · Mutual fund | $4.4M | 9.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 5.5% |
| ONE Choice 2025 Portfolio R6 Class American Century · Mutual fund | $2.3M | 5.1% |
| ONE Choice 2060 Portfolio R6 Class American Century · Mutual fund | $2.2M | 4.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 2.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.