Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $129,292 |
NFP RETIREMENT INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $49,561 |
FARBER HASS HURLEY LLP7 years Service code 10 · EIN 20-4207759 | Accounting | $22,500 |
26 funds of $250K or more; 33 lines in all, holding $20.6M of the plan's $21.0M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica LifeGoal Ret with BlackRck RetAct Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $2.3M | 11.0% |
| TA Vanguard Total Stck Mrkt Index Ret Acct Vanguard · Insurance contract Index | $1.9M | 9.2% |
| Wilmington/Putnam Eqty Inc Lrg Cap Val Ret Acct Franklin Templeton · Insurance contract | $1.4M | 6.8% |
| Transamerica LifeGoal 2030 with BlackRck RetAct Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.4M | 6.7% |
| Transamerica Large Cap Growth II Ret Acct Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.3M | 6.1% |
| American Funds New Perspective Ret Acct Capital Group · Insurance contract | $1.1M | 5.1% |
| Transamerica LifeGoal 2055 with BlackRck RetAct Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.0M | 5.0% |
| Transamerica Mid Cap Growth Ret Acct Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $961K | 4.7% |
| Transamerica Lifegoal 2035 With Blackrck Retact Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $920K | 4.5% |
| American Funds Blncd Ret Acct Capital Group · Insurance contract | $875K | 4.2% |
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: 2 stable value or insurance lines.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.