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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2 years Filed as: ADMIN. GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $2,863 |
Filed as: TRANSAMERICA FIN. LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,811 |
Service code 17 · EIN 94-3138723 | Pension Consulting | $185 |
3 funds of $250K or more; 21 lines in all, holding $1.5M of the plan's $1.5M. From the 2024 filing. Recordkeeper: TAG Resources.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street SecCourse 2050 by TA RetAct State Street (SSgA) · Mutual fund | $358K | 24.1% |
| State Street SecCourse 2045 by TA RetAct State Street (SSgA) · Mutual fund | $337K | 22.8% |
| State Street SecCourse 2055 by TA RetAct State Street (SSgA) · Mutual fund | $335K | 22.6% |
| State Street Seccourse 2060 By Ta Retact State Street (SSgA) · Mutual fund | $182K | 12.3% |
| State Street SecCourse 2040 by TA RetAct State Street (SSgA) · Mutual fund | $108K | 7.3% |
| State Street SecCourse 2030 by TA RetAct State Street (SSgA) · Mutual fund | $66K | 4.4% |
| State Street Seccourse 2065 By Ta Retact State Street (SSgA) · Mutual fund | $56K | 3.8% |
| State Street S&P 500 Index Class II Retirement Account State Street (SSgA) · Mutual fund Index | $17K | 1.1% |
| State Street SecCourse 2025 by TA RetAct State Street (SSgA) · Mutual fund | $5K | 0.3% |
| State Street SecCourse 2035 by TA RetAct State Street (SSgA) · Mutual fund | $5K | 0.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.