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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,922 |
20 funds of $250K or more; 28 lines in all, holding $15.7M of the plan's $15.8M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, other, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transam erica Life Insurance Com pany Morgan Stanley · Insurance contract | $3.2M | 20.4% |
| BlackRock LifePath Index BlackRock · Insurance contract Target-date, 7 vintages | $2.6M | 16.3% |
| Fidelity VIP II Contrafund Fidelity (FMR) · Insurance contract | $2.4M | 15.4% |
| Transam erica Life Insurance Com pany Janus Henderson · Insurance contract | $2.0M | 12.9% |
| Janus Adviser Balanced Fund Janus Henderson · Insurance contract | $834K | 5.3% |
| Goldm an Sachs Mid-Cap Opportunities Manager not matched · Insurance contract | $712K | 4.5% |
| Equity Manager not matched · Insurance contract | $490K | 3.1% |
| WMC Qualtiy Grow th Equity Manager not matched · Insurance contract | $478K | 3.0% |
| m aturity date, rate of interest, collateral, Value par or m aturi Manager not matched · Other | $409K | 2.6% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Insurance contract Index | $408K | 2.6% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.