Filings through .
Filed March 15, 2006
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 | Participant loan processing; Claims p... | $125,636 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
26 funds of $250K or more; 19 lines in all, holding $160M of the plan's $179M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement Transamerica (Aegon) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $49.6M | 31.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $28.8M | 18.0% |
| Transamerica Ins. Tflic Guaranteed Investment Option, at contract value Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $17.1M | 10.7% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $14.6M | 9.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $11.2M | 7.0% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $8.5M | 5.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 2.6% |
| Columbia Small Cap Value and Inflection Fund Class S Ameriprise (Columbia Threadneedle) · Mutual fund | $3.6M | 2.3% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $3.6M | 2.2% |
| Mainstay MacKay Hi Yld Crp Bd I N/R New York Life · Other | $3.3M | 2.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.