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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $66,525 |
LPL FINANCIAL11+ years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $34,903 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $6,875 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
15 funds of $250K or more; 25 lines in all, holding $19.5M of the plan's $19.8M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: SSgA Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 14.9% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $2.7M | 13.6% |
| Reliance/MetLife Stable 25053 Cl 0 MetLife · Other | $2.1M | 10.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 9.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 8.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 6.1% |
| Investment CO OF America Class R-6 Capital Group · Mutual fund | $1.0M | 5.3% |
| MassMutual MassMtl Infl-Prot and Inc I MassMutual · Mutual fund | $934K | 4.8% |
| Federated Hermes MDT Large Cap Value Fund Class R6 Shares Federated Hermes · Mutual fund | $752K | 3.9% |
| Nuveen Small Cap Blend Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $730K | 3.7% |
Added 2 funds, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighState Street State St GTC 2025 Ret Inc Bld II to Investment CO OF America Class R-6 | $684K to $1.0M |
| AddedFederated Hermes MDT Large Cap Value Fund Class R6 Shares | $752K |
| ReplacedHighBNY Mellon International Stock Fund Class Y to Fidelity International Capital Appreciation Fund | $322K to $437K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.