Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $39,429 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
21 funds of $250K or more; 17 lines in all, holding $61.4M of the plan's $62.8M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $29.5M | 48.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.8M | 14.4% |
| Harbor Capital Appr CIT Cl R Harbor Capital · Collective trust | $5.9M | 9.7% |
| Reliance Trust/NY Life Anchor Cl 0 Reliance Trust · Other | $5.6M | 9.2% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $1.9M | 3.1% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.9M | 3.0% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $1.8M | 2.9% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.5M | 2.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.4% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.3M | 2.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.