Filings through .
Filed February 25, 2010 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 | Recordkeeping | $40,390 |
CUTRARA & COMPANY10+ years Service code 10 · EIN 36-2887252 16272 PRINCE DR · SOUTH HOLLAND, IL 60473 | Accounting | $36,040 |
Service code 28 · EIN 25-1409618 401 2ND AVE. · MINNEAPOLIS, MN 55401 | Investment Management | $0 |
NATIONAL FINANCIAL SERVICES4 years Service code 28 · EIN 04-3523567 | Investment Management | $0 |
Service code 15 · EIN 13-3689044 6400 C STREET SW, MAIL STOP E1 CR · CEDAR RAPIDS, IA 52499 | Recordkeeping | $0 |
4 funds hold $26.1M of the plan's $30.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $19.1M | 73.3% |
| PIMCO Long Duration Total Return Fund PIMCO (Allianz) · Mutual fund | $4.7M | 17.9% |
| Principal U.S. Property Separate Account Principal · Insurance contract | $1.9M | 7.1% |
| BNY Dreyfus Government Cash Management BNY · Money market | $448K | 1.7% |
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 |
|---|---|---|
3RENT R. Chubbs Mercer Schedule SB | Schedule SB | Pro |
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.
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.