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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $19,205 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $7,026 |
18 funds hold $1.9M of the plan's $1.9M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, other, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Insurance contract Target-date, 9 vintages | $545K | 28.8% |
| State Street Russell Lg Cap Gr Index Ret Acct State Street (SSgA) · Insurance contract Index | $241K | 12.7% |
| TA Vanguard Total Stck Mrkt Index Ret Acct Vanguard · Insurance contract Index | $128K | 6.8% |
| American Funds Washington Mutual Investors Ret Acct Capital Group · Insurance contract | $121K | 6.4% |
| Loomis Sayles Invst Grade Bd Ret Acct Natixis IM · Insurance contract | $119K | 6.3% |
| State Street Internatnl Index Ret Acct State Street (SSgA) · Insurance contract Index | $110K | 5.8% |
| PIMCO Income Retirement Account PIMCO (Allianz) · Insurance contract | $108K | 5.7% |
| American Funds New Perspective Ret Acct Capital Group · Insurance contract | $100K | 5.3% |
| Mainstay High Yield Corporate Bd Ret Acct New York Life · Insurance contract | $61K | 3.2% |
| American Funds New World Ret Acct Capital Group · Insurance contract | $60K | 3.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.