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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,456 |
6 funds of $250K or more; 14 lines in all, holding $4.1M of the plan's $4.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $3.5M | 85.1% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $280K | 6.8% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $159K | 3.8% |
| Nuveen Large Cap Growth Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $87K | 2.1% |
| Principal Midcap Fund CL R6 Principal · Mutual fund | $20K | 0.5% |
| iShare MSCI EAFE International Index K Manager not matched · Mutual fund Index | $17K | 0.4% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $15K | 0.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $12K | 0.3% |
| First Eagle Global Fund Class R6 First Eagle · Mutual fund | $12K | 0.3% |
| Neuberger Large Cap Value Fund Class R6 Neuberger Berman · Mutual fund | $6K | 0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.