Plan Ledger DOL Form 5500 · updated monthly

OneAmericarecordkeeper

Plans recordkept · plan year 2025 · page 1

Plans naming OneAmerica · 2025
29

29 large plans named OneAmerica on their 2025 Schedule C: 28 itemized it for recordkeeping, and 1 more listed it as a provider paid through fund revenue-sharing. The itemized plans cover $830.1M in assets. The client list below shows the itemized plans, where the relationship is explicit.

Plans recordkept by OneAmerica28
JJ KELLER & ASSOCIATES, INC. WI$193.0M · 2,104 accts
SEACOAST NATIONAL BANK FL$178.4M · 2,290 accts
ENNIS, INC. TX$165.5M · 2,231 accts
VALUATION RESEARCH CORPORATION WI$92.7M · 310 accts
F.C. TUCKER COMPANY LLC. IN$26.6M · 143 accts
FIRST US BANCSHARES, INC. AL$21.5M · 186 accts
EMS LINQ INC NC$20.8M · 368 accts
BETTERLIFE WI$17.7M · 101 accts
ZINK DISTRIBUTING COMPANY LLC. IN$15.4M · 138 accts
GULF COAST MOTOR SALES INC. AL$10.4M · 150 accts
COMPREHENSIVE SENIOR CARE CORP. MI$8.7M · 414 accts
JOHNSON HEATER CORP MO$8.1M · 236 accts
MOM365 INC. MO$8.0M · 387 accts
NOBLE INC. IN$7.7M · 316 accts
BLUNIER BUILDERS INC. IL$5.1M · 159 accts
RHENUS AUTOMOTIVE US, LLC NC$4.1M · 149 accts
DIFFERENCE PRINCIPLE, INC. WI$3.0M · 131 accts

Source: DOL Form 5500 Schedule C Part I, plan year 2025, service code 15. Related legal entities are grouped under the OneAmerica brand.