Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,L Service code 15 · EIN 13-3689044 | Recordkeeping | $33,411 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,004 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $6,450 |
Filed as: BLUE RIDGE ASSOCIATES Service code 15 · EIN 41-0955056 | Recordkeeping | $4,194 |
12 funds of $250K or more; 23 lines in all, holding $10.2M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: MFS Lifetime, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 7 vintages | $5.3M | 51.6% |
| NFS Lifetime 2055 R6 Manager not matched · Mutual fund | $1.2M | 11.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $954K | 9.4% |
| NFS Lifetime 2040 R6 Manager not matched · Mutual fund | $690K | 6.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $411K | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $387K | 3.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $286K | 2.8% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $236K | 2.3% |
| Vanguard Equity-lncomeAdm Vanguard · Mutual fund | $123K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $105K | 1.0% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
The auditor signed off without reservation. This is the cleanest opinion.