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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,148 |
ERISA SERVICES, INC.7+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $5,355 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $749 |
5 funds of $250K or more; 34 lines in all, holding $4.1M of the plan's $4.2M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 4 vintages | $2.3M | 56.5% |
| Transamerica Target Retirement BlackRock · Mutual fund Target-date, 3 vintages | $723K | 17.8% |
| TA LifeGoal Retirement with BlackRock Ret. Option BlackRock · Mutual fund | $247K | 6.1% |
| Transamerica Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $196K | 4.8% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $102K | 2.5% |
| TransAmerica State Street Partner Series Conservative State Street (SSgA) · Mutual fund | $71K | 1.8% |
| TransAmerica Invesco Diversified Dividend Ret Opt Invesco · Mutual fund | $48K | 1.2% |
| TransAmerica State Street Parter Series Aggressive Growth State Street (SSgA) · Mutual fund | $48K | 1.2% |
| TransAmerica MFS Massachusetts Inv Growth Stock MFS (Sun Life) · Mutual fund | $35K | 0.9% |
| Transamerica American Funds Growth Fund of America Ret Opt Capital Group · Mutual fund | $32K | 0.8% |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.