Filings through .
Filed March 11, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $23,737 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 | Consulting | $19,933 |
9 funds of $250K or more; 11 lines in all, holding $6.0M of the plan's $7.3M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.9M | 31.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.7M | 28.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $498K | 8.2% |
| Janus Henderson Balanced N Mutual Fund Janus Henderson · Mutual fund Possible retail class A | $363K | 6.0% |
| MFS Value R6 Mutual Fund MFS (Sun Life) · Mutual fund Possible retail class A | $320K | 5.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $305K | 5.1% |
| Mutual Funds American Funds EuroPacific Growth Fund Capital Group · Mutual fund Possible retail class A | $273K | 4.5% |
| Cohen & Steers Realty Shares Z Mutual fund Cohen & Steers · Mutual fund Possible retail class A | $192K | 3.2% |
| DFA DFA Investment Grade I Mutual Fund Shares Dimensional · Mutual fund Possible retail class A | $191K | 3.2% |
| Vanguard Intermediate Term Treasury Index AdmMutual fund Vanguard · Mutual fund IndexPossible retail class A | $152K | 2.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.