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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $37,239 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $27,755 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $12,000 |
13 funds of $250K or more; 24 lines in all, holding $11.2M of the plan's $11.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $1.8M | 16.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 15.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 10.8% |
| JPMorgan SmartRetment Blend 2035 R6 JPMorgan · Mutual fund | $958K | 8.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $897K | 8.0% |
| Transamerica Ins. Tflic Guaranteed Inv Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $676K | 6.0% |
| T. Rowe Price Capital Appr I T. Rowe Price · Mutual fund | $614K | 5.5% |
| JPMorgan SmartRetment Blend 2050 R6 JPMorgan · Mutual fund | $441K | 3.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $425K | 3.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $394K | 3.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.