Filings through .
5 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$10K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds hold $114K of the plan's $123K. Recordkeeper: Transamerica (Aegon).
Target-date series: SSgA Target Retirement, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $102K | 89.9% |
| State Street S&P 500 Index Class II Retirement Account State Street (SSgA) · Mutual fund Index | $2K | 1.6% |
| State Street SecCourse Income By TA Retirement Account State Street (SSgA) · Mutual fund | $1K | 1.3% |
| State Street Russell Small Cap Index Ret Acct State Street (SSgA) · Mutual fund Index | $1K | 1.1% |
| State Street U.S. Bond Index Ret Acct State Street (SSgA) · Mutual fund Index | $1K | 1.0% |
| MFS International Diversification Ret Acct MFS (Sun Life) · Mutual fund | $1K | 1.0% |
| American Funds Growth Fund Of America Retirement Account Capital Group · Mutual fund | $1K | 1.0% |
| State Street Global All Cap Ex Us Index Ret Acct State Street (SSgA) · Mutual fund Index | $1K | 0.9% |
| JPMorgan Eqt Inc Ret Acct JPMorgan · Mutual fund | $824 | 0.7% |
| T. Rowe Price US Small Cap Value Equity Retirement Transamerica T. Rowe Price · Mutual fund | $485 | 0.4% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 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 2 by compensation.
| Provider | Compensation |
|---|---|
TAG RESOURCES, LLC2+ years Filed as: ADMIN. GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 Recordkeeping | $6,198 |
Filed as: TRANSAMERICA FIN. LIFE INSURANCE CO Service code 15 · EIN 36-6071399 Recordkeeping | $3,583 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
2 filings · 2024 to 2025