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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $74,379 |
RTD FINANCIAL ADVISORS, INC.10+ years Service code 27 · EIN 22-2446145 | Advisory (Plan) | $68,794 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
25 funds of $250K or more; 19 lines in all, holding $43.6M of the plan's $45.1M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.3M | 21.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.8M | 11.0% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $4.0M | 9.1% |
| MFS Massachusetts Investor GR STK R3 MFS (Sun Life) · Mutual fund | $3.6M | 8.2% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $3.1M | 7.0% |
| MetLife Stable Value Fund Series 25053 C MetLife · Stable value Stable value | $2.7M | 6.1% |
| MFS International Equity Fund MFS (Sun Life) · Mutual fund | $2.4M | 5.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 5.0% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $2.2M | 5.0% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $1.8M | 4.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.