Plans listing this provider
38
0.07% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Oneamerica Investment Advisory SVCS
Oneamerica Investment Advisory SVCS
- Service provider, as named on Schedule C
- EIN 813920167
- Plan year 2024
- Direct compensation reported $536,360
Assets of those plans
$2,545,416,824
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$536,360
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 19 |
| 51 | Investment management fees paid directly by plan | 17 |
| 50 | Direct payment from the plan | 16 |
| 27 | Investment advisory (plan) | 14 |
| 26 | Investment advisory (participants) | 6 |
| 52 | Investment management fees paid indirectly by plan | 3 |
| 16 | Consulting (general) | 2 |
| 70 | Consulting fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bio-techne Corporation and Affiliates Profit Sharing and Savings Plan | Bio-techne | $378,317,302 | 2,567 | $25,000 |
| Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust | Toledo Clinic | $261,045,142 | 1,674 | $25,000 |
| Blain Supply and Farm & Fleet Profit Sharing 401(k) Plan | Blain Supply | $209,532,269 | 4,080 | $25,000 |
| Retirement Savings Plan for Employees of Seacoast National Bank | Seacoast Banking Corporation of Florida | $133,711,126 | 1,790 | $25,000 |
| OSI Industries, LLC Profit Sharing and Employees Savings Plan | OSI Industries | $114,123,662 | 3,253 | $20,000 |
| Kuhn North America Retirement Savings Plan | Kuhn North America | $112,552,542 | 911 | $25,000 |
| Ziegler 401(k) Retirement Plan | B. C. Ziegler | $107,551,299 | 299 | $25,000 |
| General Beverage & General Beer Profit Sharing Plan | General Beverage Sales | $91,865,344 | 1,000 | $25,446 |
| Valuation Research Corporation Employees' Profit Sharing Plan | Valuation Research | $81,965,868 | 284 | $19,608 |
| Ryan Incorporated Central Profit Sharing and 401(k) Plan | Ryan Incorporated Central | $72,442,755 | 168 | $18,971 |
| Werner Electric Supply Co. 401(k) Profit Sharing Plan | Werner Electric Supply | $70,058,150 | 580 | $19,385 |
| KTGY Group, Inc. 401(k) and Profit Sharing Plan | KTGY Group | $66,771,995 | 574 | $18,040 |
| Wago Corporation 401(k) Plan | Wago | $65,992,043 | 287 | $18,088 |
| Blistex Retirement Savings Plan | Blistex | $62,637,782 | 312 | $39,312 |
| C.R. Meyer and Sons Company Employees Profit Sharing and Retirement Savings Plan | C.R. Meyer and Sons | $58,098,194 | 278 | $16,082 |
| Amsoil, Inc. Retirement Savings Plan | Amsoil | $52,755,988 | 457 | $13,603 |
| Milwaukee Valve Company, LLC Employees' Savings Plan and Trust | Milwaukee Valve | $52,490,337 | 458 | $18,813 |
| National Business Furniture Performance Retirement Plan | National Business Furniture | $46,801,361 | 316 | $13,298 |
| Duluth Holdings, Inc. 401(k) Profit Sharing Plan | Duluth Holdings | $44,317,984 | 2,763 | $12,110 |
| 401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates | Wisconsin Farm Bureau Federation Cooperative | $41,178,657 | 320 | $10,958 |
| Joe Daniels Construction Company, Inc. Retirement Plan | Joe Daniels Construction | $40,043,420 | 118 | $11,968 |
| Independence Holding Company Retirement Plan | Independence Holding | $36,781,460 | 334 | $10,560 |
| Coating Place, Inc. Profit Sharing & 401(k) Plan | Coating Place | $31,555,402 | 225 | $8,517 |
| Mitek Employees' Retirement Savings Plan | Mitek | $30,351,427 | 384 | $8,296 |
| Kenosha Beef International 401(k) Plan | Kenosha Beef International | $27,853,040 | 564 | $9,213 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.