Filings through .
4 of 18 flags tripped on the 2026 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 2026 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.
$3K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 16 lines in all, holding $2.1M of the plan's $2.1M. Recordkeeper: TAG Resources.
Target-date series: BlackRock LifePath Index, other, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 8 vintages | $1.3M | 60.2% |
| Transamerica LifeGoal Ret with BlackRock Ret Opt BlackRock · Separate account | $716K | 34.3% |
| Transamerica Stable Value Advantage Account Transamerica (Aegon) · Insurance contract | $25K | 1.2% |
| Blackrock Equity Dividend Fund BlackRock · Separate account | $16K | 0.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Separate account | $16K | 0.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $15K | 0.7% |
| PIMCO Income Fund PIMCO (Allianz) · Separate account | $8K | 0.4% |
| Interest rate - American Funds Bond Fund of America Capital Group · Separate account | $8K | 0.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Separate account Index | $7K | 0.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Separate account Index | $5K | 0.3% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
6 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 |
|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 Recordkeeping | $1,395 |
TAG RESOURCES, LLC1 year Filed as: ADMIN GROUP, DBA TAG RESOURCES Service code 15 · EIN 42-1484983 Recordkeeping | $1,179 |
RPA FINANCIAL LLC3 years Service code 27 · EIN 83-1143379 Advisory (Plan) | $176 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2026 filing.
2 contacts
12 filings · 2015 to 2026