Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,884 |
7 funds of $250K or more; 27 lines in all, holding $4.6M of the plan's $6.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica OT 2025 American Funds Capital Group · Insurance contract | $652K | 14.2% |
| Transamerica OT 2045 American Funds Capital Group · Insurance contract | $485K | 10.6% |
| Vanguard Total Stk Mkt Index Vanguard · Insurance contract Index | $472K | 10.3% |
| Transamerica OT 2035 American Funds Capital Group · Insurance contract | $370K | 8.1% |
| Transamerica OT 2055 American Funds Capital Group · Insurance contract | $352K | 7.7% |
| T. Rowe Price Growth Stock Ret Acct T. Rowe Price · Mutual fund | $282K | 6.2% |
| Columbia Select Mid-Cap Value Inv Opt Ameriprise (Columbia Threadneedle) · Mutual fund | $265K | 5.8% |
| JPMorgan Equity Inc Ret Acct JPMorgan · Mutual fund | $235K | 5.1% |
| Transamerica OT 2030 American Funds Capital Group · Insurance contract | $177K | 3.9% |
| Transamerica OT 2020 American Funds Capital Group · Insurance contract | $172K | 3.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.