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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $38,929 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,605 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
21 funds of $250K or more; 14 lines in all, holding $34.2M of the plan's $37.0M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $9.1M | 26.6% |
| Pioneer Fundamental Growth N/R Victory Capital · Other | $5.7M | 16.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 8.7% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $2.9M | 8.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.7M | 7.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 6.9% |
| Transamerica Retirement Solutions Stable Pooled Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $2.2M | 6.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 3.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.1M | 3.4% |
| JP Morgan US Equity Instl N/R JPMorgan · Other | $1.0M | 3.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.