Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $63,492 |
COURIER CAPITAL1 year Service code 27 · EIN 81-0710574 | Advisory (Plan) | $18,065 |
Filed as: STATE STREET BANK AND TRUST CO. Service code 10 · EIN 04-1867445 | Accounting | $9,110 |
THE ZLC GROUP CPAS LLC2 years Filed as: THE ZLC GROUP LLC Service code 10 · EIN 47-4753799 | Accounting | $8,750 |
1 fund holds $70.0M of the plan's $73.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Other Fund Manager not matched · Other | $70.0M | 100.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.