Filings through .
3 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.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$267K in admin expenses, $351 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $38.0M of the plan's $38.6M. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, other, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Insurance contract Target-date, 8 vintages | $16.0M | 42.2% |
| American Funds Gr Fd of America Ret Acct Capital Group · Insurance contract | $3.3M | 8.6% |
| Group annuity contract with insurance company - Transamerica Financial Life Insurance Company Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $2.4M | 6.3% |
| State Street Russell Lg Cap Gr Index Ret Acct State Street (SSgA) · Insurance contract Index | $2.0M | 5.4% |
| State Street Russell Lg Cap Val Indx Ret Acct State Street (SSgA) · Insurance contract Index | $1.8M | 4.7% |
| Invesco Dvfd Div Ret Acct Invesco · Insurance contract | $1.7M | 4.5% |
| American Funds New Perspective Ret Acct Capital Group · Insurance contract | $1.5M | 4.1% |
| ClearBridge Appre Ret Acct Franklin Templeton · Insurance contract | $1.2M | 3.1% |
| Delaware Ivy Mid Cap Growth Ret Acct Macquarie / Nomura · Insurance contract | $1.1M | 2.8% |
| MFS Md Cap Val Ret Acct MFS (Sun Life) · Insurance contract | $960K | 2.5% |
| 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.
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 36-6071399 Recordkeeping | $152,972 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 Advisory (Plan) | $106,648 |
RED BANK PENSION SERVICES, INC.11+ years Service code 15 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 Recordkeeping | $7,600 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed April 9, 2008 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025