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Service provider · Schedule C, plan year 2024

Oneamerica Retirement Services LLC

Most often reported for recordkeeping and administration

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

329plans naming this provider
359,870participant records in those plans
$26.2Mcompensation reported, direct and indirect
$114median reported per participant328 plans with an amount

Oneamerica Retirement Services LLC is named as a service provider on the Schedule C of 329 retirement plans with 100 or more participants for plan year 2024, covering 359,870 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $26.2M. Per plan, the median was $114 per participant, with the middle half of plans between $65.30 and $160. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in Wisconsin (83), Illinois (39) and California (24).

In 2014 it appeared on 6 such filings; in 2024, 329. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$65.30$114$160
Compensation as a share of plan net assets0.08%0.13%0.21%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 02010: 02011: 02012: 02013: 02014: 62015: 3882016: 3742017: 3662018: 3532019: 3502020: 3772021: 3642022: 3642023: 3502024: 329038832920092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $02012: $02013: $02014: $136K2015: $13.4M2016: $29.4M2017: $29.7M2018: $30.1M2019: $28.9M2020: $29.5M2021: $26.9M2022: $30.4M2023: $26.5M2024: $26.2M$0$30.4M$26.2M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Recordkeeping and information management316
Participant communication307
Participant loan processing246
Copying and duplicating190
Plan Administrator8
Named fiduciary7

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Menard, Inc. 401(k) PlanMenard, Inc.WI54,287$282M$580K
National Express Safe Harbor 401(k) PlanDurham School Services, L.P.IL18,589$130M$428K
Cox Savings Incentive PlanLester E. Cox Medical CentersMO16,589$964M$496K
Gundersen Lutheran Employees' Retirement PlanGundersen Lutheran Administrative Services, Inc.WI12,092$2.87B$538K
Eduserve/csusa Retirement PlanEduserve, Inc.FL8,789$84.0M$259K
Edison Chouest Offshore Retirement PlanGalliano Marine Service, L.L.C.LA5,522$381M$189K
US Radiology Specialists 401(k) Retirement PlanUS Radiology Specialists, Inc.NC5,506$571M$443K
Vermeer Corporation 401(k) Retirement PlanVermeer CorporationIA5,384$499M$412K
Flying Food Fare, Inc. 401(k) PlanFlying Food Fare, Inc.IL5,128$87.6M$226K
Empire Retirement Savings PlanEmpire Southwest LLCAZ4,885$487M$357K
Apache Industrial Services 401(k) Retirement PlanApache Industrial Services, Inc.TX4,825$28.4M$843K
Gis, LLC Compensation Deferral PlanGrand Isle Shipyard, LLCLA4,608$86.3M$83K
Plumbers & Steamfitters 72 Defined Contrib FundPlumber & Steamfitters 72 Defined Contrib FundFL4,388$162M$216K
Blain Supply and Farm & Fleet Profit Sharing 401(k) PlanBlain Supply, Inc.WI4,202$210M$305K
Paul Hastings LLP Defined Contribution Retirement PlanPaul Hastings LLPCA3,941$1.09B$473K
American Pacific Mortgage Corporation 401(k) PlanAmerican Pacific Mortgage CorporationCA3,904$153M$250K
Brakebush Brothers, Inc. Employees Savings & Retirement PlanBrakebush Brothers, Inc.WI3,297$135M$237K
Osi Industries, LLC Profit Sharing and Employees Savings PlanOsi Industries, LLCIL3,253$114M$280K
Pomps Tire Service Inc. Salary Savings PlanPomps Tire Service Inc.WI3,167$161M$297K
Massey Services, Inc. 401(k) Retirement PlanMassey Services, Inc.FL3,042$106M$221K
Bio-Techne Corporation and Affiliates Profit Sharing and Savings PlanBio-Techne CorporationMN2,993$378M$301K
Duluth Holdings, Inc. 401(k) Profit Sharing PlanDuluth Holdings Inc.WI2,952$44.3M$165K
Watson Clinic LLP 401(k) Profit Sharing PlanWatson Clinic LLPFL2,942$328M$293K
The Azek Company 401(k) PlanThe Azek Group LLCIL2,718$110M$178K
Ecumen 401(k) Retirement Savings PlanEcumenMN2,657$69.1M$152K
Bollinger Shipyards 401(k) Savings PlanBollinger Shipyards, LLCLA2,497$109M$110K
Maclean-Fogg Company Profit Sharing and Savings PlanMaclean-Fogg CompanyIL2,494$217M$254K
Ennis Inc. 401(k) PlanEnnis, Inc.TX2,354$160M$123K
Pillsbury Winthrop Shaw Pittman LLP Retirement Savings Plan No. 1Pillsbury Winthrop Shaw Pittman LLPCA2,313$1.16B$26K
J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement PlanJ. J. Keller & Associates, Inc.WI2,284$173M$192K
JJF Management Services Inc. 401(k) PlanJJF Management Services Inc.MD2,225$65.5M$197K
MNS, Ltd. Profit-Sharing PlanMNS, Ltd.HI2,169$264M$355K
Retirement Savings Plan of Flad Affiliated Corp.Fac Services, LLCWI2,095$384M$230K
Palm Beach Atlantic University 403(B)(7) PlanPalm Beach Atlantic University, Inc.FL1,973$83.9M$58K
Westways Staffing Services 401(k) PlanWestways Staffing Services, Inc.CA1,969$7.9M$41K
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and TrustToledo Clinic, Inc.OH1,921$261M$141K
Curran Group Retirement PlanCurran Group, Inc.IL1,845$226M$233K
Retirement Savings Plan for Employees of Seacoast National BankSeacoast National BankFL1,814$134M$169K
Gregory Poole Equipment Company Retirement Savings and Profit Sharing PlanGregory Poole Equipment CompanyNC1,783$167M$186K
Direct Supply, Inc. 401(k) Retirement Savings PlanDirect Supply, Inc.WI1,765$346M$171K

Questions and answers

How many plans does Oneamerica Retirement Services LLC serve?

329 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Oneamerica Retirement Services LLC?

The median plan reported $114 per participant in direct and indirect compensation (328 plans reporting an amount), or 0.13% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Recordkeeping and information management (316 plans), Participant communication (307 plans), Participant loan processing (246 plans) and Copying and duplicating (190 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.