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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Shareho... | $56,506 |
9 funds of $250K or more; 21 lines in all, holding $18.4M of the plan's $29.4M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| High Quality Bond Fund Manager not matched · Collective trust | $3.3M | 17.7% |
| Large Cap Value Fund Manager not matched · Collective trust | $3.1M | 16.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Collective trust | $3.1M | 16.6% |
| MFS International Equity Fund MFS (Sun Life) · Collective trust | $2.0M | 11.1% |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $2.0M | 11.1% |
| Fidelity Inflation Protected Bond Fidelity (FMR) · Collective trust | $1.6M | 8.9% |
| Fidelity Mid Cap Index Fidelity (FMR) · Collective trust Index | $1.0M | 5.5% |
| Vanguard Small Cap Index Fund Vanguard · Collective trust Index | $1.0M | 5.5% |
| Federated Mngd Pool SER Intl Divid Stgy Port Federated Hermes · Collective trust | $254K | 1.4% |
| Aberdeen Emerging Markets Fund Manager not matched · Mutual fund | $237K | 1.3% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Timothy J. Nugent, FSA Milliman, Inc. Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.