Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Float revenue; Claims processing; Sha... | $73,171 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
21 funds of $250K or more; 14 lines in all, holding $59.2M of the plan's $50.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $23.4M | 39.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.5M | 17.8% |
| American Funds Fundamental Inv R6 Capital Group · Mutual fund | $6.8M | 11.5% |
| Transamerica Guaranteed Inv Option Transamerica (Aegon) · Insurance contract | $3.5M | 5.9% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $2.5M | 4.3% |
| Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 3.5% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $1.9M | 3.2% |
| FullerThaler Behavioral Small-Cap Equity Fund R6 Shares Westwood · Mutual fund | $1.7M | 2.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 2.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 2.4% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedParnassus Mid Cap Fund Institutional Shares | $1.2M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.