Filings through .
Filed December 2, 2011 (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 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $158,724 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
27 funds of $250K or more; 18 lines in all, holding $85.8M of the plan's $87.6M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: T. Rowe Price Retirement, collective trust, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $54.8M | 63.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.3M | 12.0% |
| Wilmington Trust MFS Growth Equity CIT Class S MFS (Sun Life) · Collective trust | $3.9M | 4.5% |
| Fidelity U.S. Bond Index Fund (Instl Premium) Fidelity (FMR) · Mutual fund Index | $2.3M | 2.7% |
| Stable Value Institutional Series Class 1 Manager not matched · Stable value Stable value | $2.2M | 2.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 2.3% |
| Fidelity Total International Index Institutional Premium Class Fidelity (FMR) · Mutual fund Index | $1.6M | 1.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.6M | 1.8% |
| Metwest Total Return Bond P TCW · Mutual fund | $1.3M | 1.5% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $1.1M | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.