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| Provider | Service type | Compensation |
|---|---|---|
INTAC ACTUARIAL SERVICES9 years Service code 15 · EIN 22-2446239 | Recordkeeping | $12,412 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $7,450 |
FASTEN HALBERSTAM LLP2 years Service code 10 · EIN 47-2319109 | Accounting | $1,845 |
4 funds of $250K or more; 41 lines in all, holding $5.3M of the plan's $5.6M. From the 2025 filing. Recordkeeper: Intac Actuarial Services.
Target-date series: BlackRock LifePath Index, other, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Russell Large Cap Value Index Ret Acct Pooled Separate Account State Street (SSgA) · Separate account Index | $541K | 10.3% |
| State Street Russell Lg Cap Gr Index Ret Acct State Street (SSgA) · Separate account Index | $389K | 7.4% |
| American Funds Growth Fund of America Ret Acct Capital Group · Separate account | $346K | 6.6% |
| Transamerica Partners Stock Index Ret Acct Transamerica (Aegon) · Separate account Index | $282K | 5.4% |
| American Funds Washington Mutual Inv Ret Acct Capital Group · Separate account | $239K | 4.5% |
| DFA International Small Company Port Ret Acct Dimensional · Separate account | $227K | 4.3% |
| Amer Funds Fundamental Investors Ret Acct Capital Group · Separate account | $211K | 4.0% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract | $195K | 3.7% |
| State Street U.S. Bond Index Ret Acct State Street (SSgA) · Separate account Index | $190K | 3.6% |
| Loomis Sayles Investment Grade Bond Ret Acct Natixis IM · Separate account | $185K | 3.5% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedState Street Russell Lrg Cap Vai Indx | $561K |
| AddedState Street Russell Large Cap Value Index Ret Acct Pooled Separate Account | $541K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 70,940 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.