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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BALDWIN GROUP WEALTH ADVISORS LLC Service code 27 · EIN 47-5746782 | Advisory (Plan) | $20,162 |
Service code 35 · EIN 33-0929945 | Employee (plan sponsor) | $15,585 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,790 |
14 funds of $250K or more; 20 lines in all, holding $13.2M of the plan's $13.5M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $5.6M | 42.2% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund | $2.1M | 16.2% |
| Great Gray Trust Company, LLC Stable Value III Fee R1 Manager not matched · Insurance contract | $1.1M | 8.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 8.1% |
| Great Gray Large Cap Growth Fund II R1 Fund Manager not matched · Mutual fund Possible retail class R1 | $890K | 6.7% |
| Putnam Large Cap Value R1 Franklin Templeton · Mutual fund Possible retail class R1 | $539K | 4.1% |
| Great Gray International Growth II Fund Class R1 Manager not matched · Collective trust | $269K | 2.0% |
| Allspring Core Plus Bond Fund Class R6 Allspring · Mutual fund | $232K | 1.8% |
| Great Gray Mid Cap Growth Fund II Class R1 Manager not matched · Mutual fund Possible retail class R1 | $199K | 1.5% |
| High Yield Fund R-6 Principal · Mutual fund | $176K | 1.3% |
Added 4 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Contrafund Class K | $2.1M |
| DroppedTransamerica LG D BlackRock Opt | $1.2M |
| AddedFidelity 500 Index Fund | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.