Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 2025 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.
$825K in admin expenses, $859 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 2 lines in all, holding $61.5M of the plan's $64.2M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Income Separate Account Fund Manager not matched · Separate account | $61.3M | 99.8% |
| Transamerica Retirement Solutions Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $130K | 0.2% |
Dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Institutional Index Fund Institutional Shares | $9.9M |
| DroppedVanguard Ftse All-World ex-US Index Fund Institutional Shares | $6.0M |
| DroppedVanguard Small-Cap Index Fund Institutional Shares | $1.4M |
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.
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 |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 11 · EIN 13-3689044 Actuarial | $127,123 |
SUN LIFE FINANCIAL6 years Filed as: SLC MANAGEMENT Service code 16 · EIN 47-3503928 Consulting | $79,568 |
PRIMETRUST ADVISORS, LLC10+ years Service code 17 · EIN 20-5346692 Pension Consulting | $51,625 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Paul W. Foley, A.S.A., E.A. Transamerica Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed October 18, 2004 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025