Filings through .
Filed January 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $114,879 |
Filed as: MERRILL LYNCH LIFE AGNECY Service code 13 · EIN 13-2808480 | Contract Administrator | $57,069 |
23 funds of $250K or more; 26 lines in all, holding $25.2M of the plan's $25.9M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Life Strategy Moderate Growth Ret Vanguard · Mutual fund | $3.3M | 13.2% |
| Vanguard Total Stock Market Index Retirement Account Vanguard · Mutual fund Index | $2.6M | 10.2% |
| State Street Russell Large Cap Growth Index Ret Acct State Street (SSgA) · Mutual fund Index | $2.2M | 8.7% |
| Vanguard Life Strategy Conservative Growth Ret Vanguard · Mutual fund | $1.8M | 7.2% |
| Janus Henderson Global Research Ret Janus Henderson · Mutual fund | $1.2M | 4.7% |
| State Street U.S. Bond Index Ret Acct State Street (SSgA) · Mutual fund Index | $1.2M | 4.6% |
| State Street Russell Lg Cap Val Indx Ret Acct State Street (SSgA) · Mutual fund Index | $1.1M | 4.6% |
| State Street Russell Small Cap Value Index Ret Acct State Street (SSgA) · Mutual fund Index | $1.1M | 4.6% |
| State Street International Index Ret Acct State Street (SSgA) · Mutual fund Index | $1.1M | 4.3% |
| American Funds American Mutual Ret Acct Capital Group · Mutual fund | $1.0M | 4.0% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.