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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICARETIREMENTSOLUTIONSLLC Service code 15 · EIN 13-3689044 | Recordkeeping | $23,906 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $14,884 |
8 funds of $250K or more; 11 lines in all, holding $5.1M of the plan's $5.1M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.7M | 92.8% |
| Loan Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $251K | 4.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $34K | 0.7% |
| Capital World Bond Fund Class R-6 Capital Group · Mutual fund | $24K | 0.5% |
| Fidelity Advisor Growth Opportunities Fund Class I Fidelity (FMR) · Mutual fund | $20K | 0.4% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $16K | 0.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $9K | 0.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $7K | 0.1% |
| Transamerica Baron Growth Instl Transamerica (Aegon) · Other Recordkeeper's own fund | $2K | <0.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $2K | <0.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.