Form 5500 Search

ONEAMERICA SECURITIES

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
15
Active participants
5,654
Total plan assets
$295.9M
Filings (rows)
16
Direct comp
$109K
Indirect comp
$190K

SERVICES PROVIDED

Advisor / Consultant10
Broker4
Other2

Top plans served

Showing top 16 of 15 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
JJF MANAGEMENT SERVICES INC.
JJF MANAGEMENT SERVICES INC. 401K PLAN
ROCKVILLE, MD
Other
NONE
1,677$65.5M$42K
JJF MANAGEMENT SERVICES INC.
JJF MANAGEMENT SERVICES INC. 401K PLAN
ROCKVILLE, MD
Other
NONE
1,657$57.6M$37K
UNION TELEPHONE COMPANY
UNION TELEPHONE COMPANY 401(K) PLAN
MOUNTAIN VIEW, WY
Broker
BROKER/ADVISER
230$25.1M$0
UNION TELEPHONE COMPANY
UNION TELEPHONE COMPANY 401(K) PLAN
MOUNTAIN VIEW, WY
Broker
BROKER/ADVISER
236$23.1M$0
UNION TELEPHONE COMPANY
UNION TELEPHONE COMPANY 401K PLAN
MOUNTAIN VIEW, WY
Broker
BROKER/ADVISER
252$22.3M$0
THE CONVERSE PROFESSIONAL GROUP
THE CONVERSE PROFESSIONAL GROUP 401(K) PLAN
MONROVIA, CA
Advisor / Consultant
BROKER/ADVISOR
118$18.8M$0
THE CONVERSE PROFESSIONAL GROUP
THE CONVERSE PROFESSIONAL GROUP 401(K) PLAN
MONROVIA, CA
Advisor / Consultant
BROKER/ADVISOR
107$16.1M$0
THE CONVERSE PROFESSIONAL GROUP
THE CONVERSE PROFESSIONAL GROUP 401(K) PLAN
MONROVIA, CA
Advisor / Consultant
BROKER/ADVISOR
93$14.3M$0
MAKING OPPORTUNITY COUNT, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF MAKING OPPORTUNITY COUNT, INC.
FITCHBURG, MA
Advisor / Consultant
INVESTMENT ADVISOR
565$12.6M$3K
MAGGIE SOTTERO DESIGNS, LLC
MAGGIE SOTTERO DESIGNS, LLC RETIREMENT PLAN
SALT LAKE CITY, UT
Advisor / Consultant
BROKER/ADVISOR
90$11.4M$0
MAGGIE SOTTERO DESIGNS, LLC
MAGGIE SOTTERO DESIGNS, LLC RETIREMENT PLAN
SALT LAKE CITY, UT
Advisor / Consultant
BROKER/ADVISOR
90$10.8M$0
STATE BANK
STATE BANK 401(K) PLAN
BROWNSBURG, IN
Advisor / Consultant
INVESTMENT ADVISOR
101$7.7M$15K
HEUBERGER MOTORS, INC.
HEUBERGER MOTORS, INC. 401(K) PLAN
COLORADO SPRINGS, CO
Advisor / Consultant
INVESTMENT ADVISOR
144$5.4M$7K
HEUBERGER MOTORS, INC.
HEUBERGER MOTORS, INC. 401(K) PLAN
COLORADO SPRINGS, CO
Broker
BROKER/ADVISER
144$5.4M$0
FOREMOST MGMT., INC.
FOREMOST MGMT., INC & COMPANIES 401(K) PLAN
JACKSON, OH
Advisor / Consultant
ADVISOR
145$2.9M$0
BRYAN UNIVERSITY, LLC
BRYAN UNIVERSITY 401(K) PLAN
TEMPE, AZ
Advisor / Consultant
INVESTMENT ADVISER
149$2.3M$6K