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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $21,091 |
TAG RESOURCES, LLC1 year Filed as: ADMIN GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $14,228 |
3 funds of $250K or more; 24 lines in all, holding $3.3M of the plan's $3.4M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Seccourse 2060 By Ta Retact State Street (SSgA) · Mutual fund | $653K | 19.8% |
| State Street SecCourse 2055 by TA RetAct State Street (SSgA) · Mutual fund | $457K | 13.9% |
| State Street S&P 500 Index Class II Retirement Account State Street (SSgA) · Mutual fund Index | $336K | 10.2% |
| State Street Seccourse 2065 By Ta Retact State Street (SSgA) · Mutual fund | $212K | 6.4% |
| Growth Fund OF America Capital Group · Mutual fund | $194K | 5.9% |
| MFS International Diversification Ret Acct MFS (Sun Life) · Mutual fund | $192K | 5.8% |
| State Street SecCourse 2050 by TA RetAct State Street (SSgA) · Mutual fund | $177K | 5.4% |
| JPMorgan Eqt Inc Ret Acct JPMorgan · Mutual fund | $170K | 5.2% |
| State Street Russell Small Cap Index Ret Acct State Street (SSgA) · Mutual fund Index | $120K | 3.6% |
| State Street S&P Md Cap Indx Ret Acct State Street (SSgA) · Mutual fund Index | $114K | 3.5% |
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.
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.