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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $25,508 |
BOKF, NA1 year Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $15,466 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $8,506 |
11 funds of $250K or more; 16 lines in all, holding $15.5M of the plan's $15.9M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.7M | 56.1% |
| Fidelity Investments Fidelity 500 Index-IPrem Fidelity (FMR) · Mutual fund Index | $4.9M | 32.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $710K | 4.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $390K | 2.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $128K | 0.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $127K | 0.8% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $102K | 0.7% |
| American Funds Europac Growth R6 Capital Group · Mutual fund | $83K | 0.5% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $69K | 0.4% |
| Investments at fair value: Allspring Global Investments Allspring Special M/C Value R6 Allspring · Mutual fund | $58K | 0.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.