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| Provider | Service type | Compensation |
|---|---|---|
DWC - THE 401(K) EXPERTS1+ years Service code 15 · EIN 26-2091417 | Recordkeeping | $1,912 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $218 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $121 |
13 funds hold $141K of the plan's $141K. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 5 vintages | $74K | 52.9% |
| Transamerica Target Retirement Transamerica (Aegon) · Mutual fund Target-date, 3 vintagesRecordkeeper's own fund | $47K | 33.5% |
| TA Vanguard Total Stock Market Index Retirement Account Vanguard · Mutual fund Index | $5K | 3.7% |
| MFS International Diversification Ret Acct MFS (Sun Life) · Mutual fund | $5K | 3.3% |
| Transamerica LifeGoal 2035 with BlkRck RetAc BlackRock · Mutual fund | $2K | 1.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2K | 1.5% |
| State Street S&P Md Cap Indx Ret Acct State Street (SSgA) · Mutual fund Index | $2K | 1.1% |
| BlackRock High Yield Portfolio Ret Acct BlackRock · Mutual fund | $1K | 1.0% |
| Nomura Mid Cap Growth Ret Acct Manager not matched · Mutual fund | $522 | 0.4% |
| American Funds New World Ret Acct Capital Group · Mutual fund | $461 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.