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 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.
$7K in admin expenses, $24 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 44 lines in all, holding $18.6M of the plan's $21.2M. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement BlackRock · Separate account Target-date, 8 vintages | $5.6M | 30.2% |
| Transamerica Partners Stock Index Retirement Option Transamerica (Aegon) · Separate account IndexRecordkeeper's own fund | $1.7M | 9.2% |
| Fully Benefit-Responsive Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.3M | 6.9% |
| Delaware Ivy Science & Technology Retirement Option Macquarie / Nomura · Separate account | $1.0M | 5.6% |
| State Street Russell Large Cap Value Index Retirement Option State Street (SSgA) · Separate account Index | $1.0M | 5.4% |
| JPMorgan Equity Income Retirement Option JPMorgan · Separate account | $953K | 5.1% |
| Fidelity Adv Leveraged Company Stock Retirement Option Fidelity (FMR) · Separate account | $821K | 4.4% |
| State Street S&P Mid Cap Index Retirement Option State Street (SSgA) · Separate account Index | $688K | 3.7% |
| State Street U.S. Bond Index Retirement Option State Street (SSgA) · Separate account Index | $449K | 2.4% |
| DFA Infl-Protected Sec Portfolio Retirement Option Dimensional · Separate account | $440K | 2.4% |
| 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 |
34 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 16 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| Droppedat Fair Value) Pooled Separate Accounts | $13.4M |
| AddedTransamerica Target Retirement 2045 | $5.6M |
| DroppedAdditions Investment income Net appreciation on pooled separate accounts | $2.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
34 more lines and 15 more changes 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 |
|---|---|
KNAV CPA LLP2 years Service code 10 · EIN 92-3540684 Accounting | $9,014 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 Recordkeeping | $5,552 |
Service code 15 · EIN 45-4208939 Recordkeeping | $1,900 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025