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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC3 years Filed as: ADMIN. GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $14,307 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,782 |
RPA FINANCIAL LLC3 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $680 |
17 funds hold $1.6M of the plan's $1.7M. From the 2025 filing. Recordkeeper: TAG Resources.
Target-date series: BlackRock LifePath Index, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 4 vintages | $666K | 41.7% |
| Transamerica Target Retirement BlackRock · Mutual fund Target-date, 4 vintages | $530K | 33.2% |
| Transamerica LifeGoal Ret with BlackRock Ret Acct BlackRock · Mutual fund | $94K | 5.9% |
| Transamerica Stable Value Advantage Account Transamerica (Aegon) · Insurance contract | $65K | 4.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $55K | 3.5% |
| Janus Henderson Triton Ret Acct Janus Henderson · Mutual fund | $37K | 2.3% |
| BlackRock Equity Dividend Ret Acct BlackRock · Mutual fund | $25K | 1.6% |
| Transamerica U.S. Targeted Value Portfolio Retirement Account Transamerica (Aegon) · Mutual fund | $23K | 1.4% |
| PIMCO Inc Ret Acct PIMCO (Allianz) · Mutual fund | $21K | 1.3% |
| American Funds Bond Fund Of America Ret Acct Capital Group · Separate account | $21K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.