Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $95,418 |
BDC ADVISORY, LLC3 years Service code 27 · EIN 62-1750935 | Advisory (Plan) | $26,697 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $14,034 |
19 funds of $250K or more; 26 lines in all, holding $50.3M of the plan's $50.6M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.4M | 14.8% |
| Growth Fund OF America Class R-5 Capital Group · Mutual fund | $5.8M | 11.6% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $4.9M | 9.7% |
| American Funds Capital Group · Mutual fund | $4.8M | 9.6% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $3.1M | 6.2% |
| Amana Mutual Fds Trust Growth Fd Investor Manager not matched · Other | $3.0M | 5.9% |
| Transamerica RetireOnTrack 2035 Fund Transamerica (Aegon) · Mutual fund Possible retail class ARecordkeeper's own fund | $2.8M | 5.5% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $2.6M | 5.2% |
| Capital World Growth & Income Fund Class R-5 Capital Group · Mutual fund | $2.1M | 4.1% |
| Transamerica RetireOnTrack 2030 Fund Transamerica (Aegon) · Mutual fund Possible retail class ARecordkeeper's own fund | $2.0M | 4.0% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Funds 2035 Target Date Retirement Fund Class R-5 to Transamerica RetireOnTrack 2035 Fund | $9.0M to $10.6M |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.