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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $78,467 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $51,187 |
SCOTT AND COMPANY, LLC6 years Filed as: SCOTT + COMPANY Service code 10 · EIN 57-1021392 | Accounting | $7,000 |
26 funds of $250K or more; 16 lines in all, holding $77.5M of the plan's $80.1M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $51.7M | 66.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.1M | 9.2% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $4.1M | 5.2% |
| Transamerica Guaranteed Inv Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $2.4M | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 2.6% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $2.0M | 2.6% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $1.3M | 1.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 1.7% |
| Victory Sycamore Est Val R6 Fd Victory Capital · Mutual fund | $953K | 1.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedLarge Cap Value Fund Class R1 | $1.3M |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.