Filings through .
Filed September 28, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $58,296 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $27,501 |
Filed as: CREATIVE RETIREMENT SYSTMES, INC. Service code 15 · EIN 31-1299207 | Recordkeeping | $2,275 |
12 funds of $250K or more; 17 lines in all, holding $10.1M of the plan's $10.7M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.5M | 54.2% |
| iShares S & P 500 Index Fund BlackRock · Mutual fund Index | $1.2M | 12.1% |
| ClearBridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $871K | 8.6% |
| Global Equity Portfolio - Institutional Class Dimensional · Mutual fund | $464K | 4.6% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $347K | 3.4% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $295K | 2.9% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $220K | 2.2% |
| Victory Pioneer Select Mid Cap Mutual Fund Victory Capital · Mutual fund | $192K | 1.9% |
| Columbia Small Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $176K | 1.8% |
| Transamerica Stable Value Focus Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $162K | 1.6% |
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.
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.