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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $36,415 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,268 |
BANK OF AMERICA1 year Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $381 |
15 funds of $250K or more; 20 lines in all, holding $10.7M of the plan's $10.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Nuveen Lifecycle Index, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $5.3M | 49.3% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $915K | 8.6% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $755K | 7.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $717K | 6.7% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $484K | 4.5% |
| Goldman Sachs International Equity Income Fund Class A Goldman Sachs · Mutual fund | $429K | 4.0% |
| Transamerica Stable Value Ascend Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $411K | 3.9% |
| Federated Hermes Total Return Bond Fund Class R6 Shares Federated Hermes · Mutual fund | $340K | 3.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $322K | 3.0% |
| Invesco Discovery Mid Cap Growth Fund Class R6 Invesco · Mutual fund | $174K | 1.6% |
Added 7 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchBlackRock LifePath Index 2030 to Nuveen Lifecycle Index Retirement Income Fund Class R6 | $2.9M to $5.3M |
| AddediShares S&P 500 Index Fund Class K Shares | $915K |
| AddedPutnam Large CAP Value Fund Class R6 | $755K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 stable value or insurance lines.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.