Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 11 · EIN 13-3689044 | Actuarial | $49,942 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
13 funds hold $20.7M of the plan's $27.4M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Long Duration Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $4.4M | 21.2% |
| Transamerica Solutions Long Bond Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $4.4M | 21.2% |
| Transamerica Solutions Stock Index Fund Transamerica (Aegon) · Collective trust IndexRecordkeeper's own fund | $3.3M | 16.0% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 6.6% |
| Growth Fund R6 Class American Century · Mutual fund | $1.3M | 6.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 6.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $933K | 4.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $741K | 3.6% |
| The Hartford International Value Fund Class R6 Hartford Funds · Mutual fund | $741K | 3.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $741K | 3.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Short-Term Investment-Grade Fund Admiral Shares | $1.4M |
| DroppedCohen & Steers Real Estate Securities Fund Class A | $668K |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Andrew Witte Aon Consulting, Inc. Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.