Filings through .
4 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$44K in admin expenses, $120 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 19 lines in all, holding $3.0M of the plan's $3.1M. Recordkeeper: TCG Group Holdings.
Target-date series: BlackRock LifePath Index, other, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 8 vintages | $1.5M | 49.6% |
| JPMorgan Large Cap Growth Ret Opt JPMorgan · Separate account | $312K | 10.5% |
| Transamerica Partners Stock Index Ret Opt Transamerica (Aegon) · Separate account Index | $236K | 7.9% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract | $197K | 6.6% |
| TA Vanguard Small-cp Gr Index Ret Opt Vanguard · Separate account Index | $178K | 6.0% |
| JPMorgan Equity Income Ret Opt JPMorgan · Separate account | $104K | 3.5% |
| TA Vanguard Small-Cap Index Ret Opt Vanguard · Separate account Index | $101K | 3.4% |
| Principal Mid Cap Value I Ret Opt Principal · Separate account | $98K | 3.3% |
| Prudential Total Return Bond Ret Opt Prudential (PGIM) · Separate account | $67K | 2.2% |
| e) Transamerica Life Insurance Company Transamerica (Aegon) · Insurance contract | $53K | 1.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
TCG GROUP HOLDINGS, LLP2 years Filed as: TCG ADMINISTRATORS, LP Service code 15 · EIN 30-0944667 Recordkeeping | $153,764 |
Service code 27 · EIN 20-0760699 Advisory (Plan) | $15,854 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 Recordkeeping | $8,278 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed December 20, 2000.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025