Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INS. CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $25,113 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $3,870 |
INTAC ACTUARIAL SERVICES11+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 | Recordkeeping | $2,300 |
9 funds of $250K or more; 27 lines in all, holding $7.9M of the plan's $8.0M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement Transamerica (Aegon) · Other Target-date, 5 vintagesRecordkeeper's own fund | $2.1M | 26.2% |
| Transamerica Lifegoalret With Blackrock Ret Opt BlackRock · Mutual fund | $1.2M | 15.2% |
| Transamerica Lifegoal 2030 With Blackrck Retopt Transamerica (Aegon) · Other Recordkeeper's own fund | $877K | 11.1% |
| JPMorgan Large Cap Growth Ret Opt JPMorgan · Mutual fund | $767K | 9.7% |
| Transamerica Partners Stock Index Ret Opt Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $602K | 7.7% |
| Vanguard Small-Cap Index Ret Opt Vanguard · Mutual fund Index | $383K | 4.9% |
| MFS Massachusetts Investors Ret Opt MFS (Sun Life) · Mutual fund | $209K | 2.7% |
| BlackRock Equity Dividend Ret Opt N/R BlackRock · Mutual fund | $208K | 2.6% |
| Prudential Jennison MID CAP Growth RET OPT Prudential (PGIM) · Other | $186K | 2.4% |
| Interest Rate Cost Value Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $154K | 2.0% |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.