Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FOURTH DIMENSION WEALTH LLC2 years Service code 27 · EIN 27-4624339 | Advisory (Plan) | $18,929 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,261 |
CETERA FINANCIAL GROUP5 years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 94-2279761 | Recordkeeping | $11,194 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,629 |
8 funds of $250K or more; 20 lines in all, holding $5.7M of the plan's $5.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Insurance Co. Transamerica Life JPMorgan Large Cap Growth Fund JPMorgan · Insurance contract | $1.3M | 23.5% |
| Vanguard Total Stk Mkt Index Vanguard · Insurance contract Index | $632K | 11.2% |
| Transamerica Life Insurance Company JPMorgan Equity Income JPMorgan · Insurance contract | $617K | 10.9% |
| Insurance Co. Transamerica Life Pgim Total Return Bond Fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $316K | 5.6% |
| Insurance Co. Transamerica Life PIMCO Income Fund PIMCO (Allianz) · Insurance contract | $311K | 5.5% |
| Transamerica International Equity Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $260K | 4.6% |
| State Street International Index Fund State Street (SSgA) · Insurance contract Index | $257K | 4.5% |
| DFA Inflation Protected Securities Fund ke Dimensional · Insurance contract | $256K | 4.5% |
| Transamerica International Growth Fund % Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $228K | 4.0% |
| maturity date, rate of interest, collateral, par, Pooled Separate Accounts Transamerica Life Transamerica (Aegon) · Separate account Recordkeeper's own fund | $205K | 3.6% |
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: 1 stable value or insurance line.
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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.