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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $90,789 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
22 funds of $250K or more; 14 lines in all, holding $113M of the plan's $115M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: T. Rowe Price Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $38.6M | 34.3% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $26.1M | 23.2% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 1 vintage | $12.5M | 11.1% |
| Parnassus Core Eq Inv Affiliated Managers Group · Other | $9.1M | 8.1% |
| William Blair Small-Mid Cap Gr I William Blair · Other | $7.4M | 6.6% |
| Invesco Stable Value Trust Fund (Class B1) Invesco · Insurance contract | $6.3M | 5.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4.5M | 4.0% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $2.2M | 1.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 1.7% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 1.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.