Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Claims p... | $158,256 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
24 funds of $250K or more; 17 lines in all, holding $147M of the plan's $150M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $69.7M | 47.3% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $16.2M | 11.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $13.8M | 9.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $12.2M | 8.3% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $8.1M | 5.5% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $7.3M | 4.9% |
| Vanguard International Growt Adm Registered Investment Company Vanguard · Mutual fund | $4.4M | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.3M | 2.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 2.3% |
| Fidelity Total International Index Registered Investment Company Fidelity (FMR) · Mutual fund Index | $2.5M | 1.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.