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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,265 |
PENSION CONSULTANTS, INC.4 years Service code 15 · EIN 66-1504903 | Recordkeeping | $2,777 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $999 |
Filed as: MML INVESTORS SERVICES Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
7 funds of $250K or more; 19 lines in all, holding $5.1M of the plan's $5.8M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement Transamerica (Aegon) · Other Target-date, 5 vintagesRecordkeeper's own fund | $1.5M | 29.5% |
| Transamerica LifeGoal 2050 with BlkRck BlackRock · Separate account | $845K | 16.6% |
| Transamerica Partners Stock Index Ret Opt Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $656K | 12.9% |
| MFS Massachusetts Inv Growth Stock Fund MFS (Sun Life) · Mutual fund | $527K | 10.4% |
| Transamerica LifeGoal 2035 with BlackRck RetOpt Transamerica (Aegon) · Other Recordkeeper's own fund | $406K | 8.0% |
| Federated Hermes MDT Sm Cap Core Ret Opt Federated Hermes · Other | $234K | 4.6% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $195K | 3.8% |
| Templeton Foreign Ret Opt Franklin Templeton · Other | $172K | 3.4% |
| Janus Henderson Triton Ret Opt Janus Henderson · Mutual fund | $156K | 3.1% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $112K | 2.2% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.