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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $24,056 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA RETIREMENT SERVICES-TPA Service code 15 · EIN 13-3745616 | Recordkeeping | $12,787 |
CHUGH CPAS, LLP1 year Filed as: CHUGH CPAS LLP Service code 10 · EIN 47-2202224 15925 CARMENITA ROAD · CERRITOS, CA 90703 | Accounting | $8,600 |
10 funds of $250K or more; 23 lines in all, holding $7.6M of the plan's $7.6M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 5 vintages | $3.7M | 48.3% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $1.3M | 17.3% |
| Transamerica LifeGoalRet with BlackRock Ret Opt BlackRock · Mutual fund | $406K | 5.4% |
| Vanguard Small-Cap Growth Index Ret Opt Vanguard · Mutual fund Index | $384K | 5.1% |
| T. Rowe Price Growth Stock Ret Opt T. Rowe Price · Mutual fund | $330K | 4.3% |
| Transamerica Target Retirement Transamerica (Aegon) · Mutual fund Target-date, 1 vintageRecordkeeper's own fund | $290K | 3.8% |
| Fidelity Adv Leveraged Company Stock Ret Opt Fidelity (FMR) · Mutual fund | $271K | 3.6% |
| Columbia Contrarian Core Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $227K | 3.0% |
| State Street International Index Ret Opt State Street (SSgA) · Mutual fund Index | $187K | 2.5% |
| Transamerica LifeGoal 2030 with BlackRck RetOpt Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $149K | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.