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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,348 |
ALLIANT INSURANCE SERVICES, INC.1+ years Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $17,287 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,016 |
BACCHIONI & COMPANY CPAS, P.C.1+ years Filed as: BACCHIONI & COMPANY Service code 10 · EIN 83-3026242 | Accounting | $10,000 |
JMM CPA1+ years Service code 10 · EIN 47-2940358 | Accounting | $5,000 |
12 funds of $250K or more; 18 lines in all, holding $9.3M of the plan's $9.5M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.3M | 24.6% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $1.9M | 20.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.5M | 15.7% |
| Transamerica Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $745K | 8.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $517K | 5.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $361K | 3.9% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $354K | 3.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $328K | 3.5% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $292K | 3.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $280K | 3.0% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.