Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$61K in admin expenses, $55 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 18 lines in all, holding $8.8M of the plan's $9.0M. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, other, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 8 vintages | $7.0M | 79.3% |
| TA Vanguard Total Stck Mrkt Index Ret Acct Vanguard · Separate account Index | $400K | 4.6% |
| par, or maturity value American Funds Gr Fd of America Ret Acct Capital Group · Separate account | $322K | 3.7% |
| MFS Value Ret Acct MFS (Sun Life) · Separate account | $217K | 2.5% |
| State Street Internatnl Index Ret Acct State Street (SSgA) · Separate account Index | $152K | 1.7% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $124K | 1.4% |
| Franklin Sm-Md Cap Gr Ret Acct Franklin Templeton · Separate account | $90K | 1.0% |
| State Street U.S. Bond Index Ret Acct State Street (SSgA) · Separate account Index | $84K | 1.0% |
| Loomis Sayles Invst Grade Bd Ret Acct Natixis IM · Separate account | $78K | 0.9% |
| American Funds New Perspective Ret Acct Capital Group · Separate account | $68K | 0.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| Addedpar, or maturity value American Funds Gr Fd of America Ret Acct | $322K |
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. They do not show money moved.
8 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 36-6071399 Recordkeeping | $38,548 |
BANK OF AMERICA MERRIL LYNCH2 years Filed as: MERRIL LYNCH LIFE AGENCY Service code 27 · EIN 13-2808480 Advisory (Plan) | $17,863 |
Service code 15 · EIN 20-4795685 118 PORTSMOUTH AVENUE · STRATHAM, NH 03885-2487 Recordkeeping | $4,208 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
8 filings · 2018 to 2025