Filings through .
Filed May 13, 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 Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,945 |
9 funds of $250K or more; 25 lines in all, holding $7.1M of the plan's $7.3M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica LifeGoal 2035 with BlackRck RetAct Transamerica (Aegon) · Separate account Recordkeeper's own fund | $1.5M | 21.5% |
| Transamerica LifeGoal 2030 with BlackRck RetAct Transamerica (Aegon) · Other Recordkeeper's own fund | $1.3M | 18.4% |
| Transamerica Target Retirement Transamerica (Aegon) · Other Target-date, 5 vintagesRecordkeeper's own fund | $1.1M | 15.2% |
| Transamerica LifeGoal Ret with BlackRock Ret Acct BlackRock · Mutual fund | $793K | 11.2% |
| Transamerica LifeGoal 2025 with BlackRck RetAct Transamerica (Aegon) · Other Recordkeeper's own fund | $592K | 8.4% |
| Growth Fund OF America Capital Group · Mutual fund | $504K | 7.1% |
| State Street Russell Lg Cap Val Indx Ret Acct State Street (SSgA) · Mutual fund Index | $334K | 4.7% |
| Guaranteed Annuity Contract: Transamerica Stable Value Advantage Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $303K | 4.3% |
| State Street Russell Sm Cap Grow Index Ret Acct State Street (SSgA) · Mutual fund Index | $253K | 3.6% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $76K | 1.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.