Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $159,727 |
Filed as: AMERPRISE FINANCIAL SERVICES, INC. Service code 16 | Consulting | $131,917 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 16 50085 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
26 funds of $250K or more; 20 lines in all, holding $62.2M of the plan's $68.9M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $19.8M | 31.9% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $8.3M | 13.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.9M | 9.5% |
| American Funds Washington Mtl R3 Capital Group · Mutual fund Possible retail class R3 | $4.9M | 7.8% |
| Transamerica Government Money Market R2 Transamerica (Aegon) · Money market Recordkeeper's own fund | $3.7M | 6.0% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $3.1M | 5.1% |
| Loomis Sayles Bd Admin Natixis IM · Other | $2.6M | 4.2% |
| Transamerica Stock Index R Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 4.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 3.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 3.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.