Filings through .
Filed March 17, 2015
Street address, email and phone are on Pro, free for 7 days.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Inv... | $52,095 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $33,891 |
12 funds of $250K or more; 14 lines in all, holding $15.0M of the plan's $15.2M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $2.2M | 14.8% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 1 vintage | $2.2M | 14.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 13.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.5M | 9.8% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.3M | 8.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 7.8% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $1.1M | 7.2% |
| Western Asset Core Bd IS Franklin Templeton · Other | $978K | 6.5% |
| JP Morgan Growth & Income R6 JPMorgan · Mutual fund | $892K | 5.9% |
| Vanguard LifeStrategy 20/80 Fund Investor Shares Vanguard · Mutual fund | $592K | 3.9% |
Covers 70,940 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.