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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,518 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX ADVISORY SERVICES INC Service code 27 · EIN 75-2176682 | Advisory (Plan) | $17,214 |
E. PERRY1 year Filed as: PERRY & ASSOCIATES Service code 10 · EIN 55-0771624 | Accounting | $9,500 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 · EIN 81-3989034 | Recordkeeping | $3,500 |
8 funds of $250K or more; 27 lines in all, holding $5.4M of the plan's $5.6M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica RetireOn Track(R) 2045 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $674K | 12.5% |
| Transamerica RetireOn Track(R) 2035 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $431K | 8.0% |
| Transamerica RetireOn Track(R) 2015 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $425K | 7.9% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $421K | 7.8% |
| Transamerica RetireOn Track(R) 2055 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $411K | 7.6% |
| Transamerica RetireOn Track(R) 2010 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $327K | 6.1% |
| Transamerica RetireOn Track(R) 2040 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $277K | 5.1% |
| Transamerica Stable Value Strategy Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $270K | 5.0% |
| Transamerica RetireOn Track(R) 2025 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $249K | 4.6% |
| Transamerica RetireOn Track(R) 2020 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $233K | 4.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.