Filings through .
No flags tripped on the 2025 filing.
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.
$149K in admin expenses, $150 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more; 25 lines in all, holding $63.9M of the plan's $65.1M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.8M | 15.4% |
| LifeGoal Retirement Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $4.7M | 7.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.3M | 6.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 6.2% |
| American Funds American Mutual R5 Capital Group · Mutual fund | $4.0M | 6.2% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $3.9M | 6.1% |
| Transamerica LifeGoal 2055 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $3.7M | 5.8% |
| Transamerica LifeGoal 2045 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $3.5M | 5.5% |
| Transamerica LifeGoal 2040 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $3.1M | 4.9% |
| Transamerica LifeGoal 2035 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $3.0M | 4.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, likely replaced 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| ReplacedHighFidelity Advisor Growth Opportunities Fund Class I to JPMorgan Large Cap Growth Fund Class R6 | $4.1M to $4.3M |
| Mutual fund to collective trustTransamerica LifeGoal 2045 Fund to - | $2.8M to - |
| AddedNeuberger Small Cap Growth Fund Class R6 | $346K |
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.
15 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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 5 by compensation.
| Provider | Compensation |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Investment management; Claims process... | $108,012 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 Advisory (Plan) | $40,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC Service code 33 Employee (plan sponsor); Valuation (a... | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025