Filings through .
Filed April 29, 2015 (most recent of 2 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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $69,922 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 | Securities brokerage commissions and ... | $0 |
28 funds of $250K or more; 38 lines in all, holding $58.5M of the plan's $59.1M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Investment Contract Transamerica Financial Life Insurance Company Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $12.2M | 20.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.6M | 16.3% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.5M | 9.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.2M | 8.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.8M | 8.1% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $3.5M | 6.1% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 3.8% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $2.1M | 3.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 3.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 2.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard LifeStrategy 80/20 Fund Investor Shares | $2.1M |
| DroppedVanguard LifeStle Gr | $1.8M |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.