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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $51,397 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,589 |
PENSION CONSULTANTS, INC.11+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 15 · EIN 39-1894140 | Recordkeeping | $1,920 |
12 funds of $250K or more; 34 lines in all, holding $14.5M of the plan's $14.5M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, other, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Insurance contract Target-date, 11 vintages | $10.2M | 70.5% |
| American Funds New Perspective Fund Capital Group · Insurance contract | $1.2M | 8.1% |
| Lord Abbett Growth Leaders Fund Lord Abbett · Insurance contract | $512K | 3.5% |
| State Street Russell Small Cap Index State Street (SSgA) · Insurance contract Index | $408K | 2.8% |
| MFS Intl Diversification MFS (Sun Life) · Insurance contract | $377K | 2.6% |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus · Insurance contract | $313K | 2.2% |
| TA Vanguard Total Stock Market Index Vanguard · Insurance contract Index | $204K | 1.4% |
| JPMorgan Equity Income Fund JPMorgan · Insurance contract | $172K | 1.2% |
| State Street Russell Lg Cap Gr Index State Street (SSgA) · Insurance contract Index | $129K | 0.9% |
| State Street Russell Lg Cap Val Index State Street (SSgA) · Insurance contract Index | $98K | 0.7% |
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 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.