Filings through .
1 of 18 flags tripped on the 2025 filing.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$10K in admin expenses, $46 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 22 lines in all, holding $18.2M of the plan's $18.4M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Partner Series with Transamerica Aggressive Growth Fund State Street (SSgA) · Mutual fund | $5.3M | 28.9% |
| Transamerica Partners Stock Index Fund Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 9.0% |
| Growth Fund OF America Capital Group · Mutual fund | $1.4M | 7.7% |
| Transamerica Large Cap Value Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $1.2M | 6.8% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.2M | 6.4% |
| Eupac Fund Capital Group · Mutual fund | $1.0M | 5.5% |
| Transamerica International Value Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $914K | 5.0% |
| American Balanced Fund Capital Group · Mutual fund | $613K | 3.4% |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus · Mutual fund | $600K | 3.3% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $539K | 3.0% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
12 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 |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 Recordkeeping | $7,150 |
OSAIC WEALTH INC2 years Service code 22 · EIN 93-0987232 Insurance Broker | $2,739 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 Recordkeeping | $2,550 |
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.
3 contacts
11 filings · 2015 to 2025