Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$59K in admin expenses, $299 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 34 lines in all, holding $7.4M of the plan's $7.5M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Transamerica Aggressive Growth State Street (SSgA) · Insurance contract | $2.4M | 32.9% |
| Transamerica RetireOn Track 2045 Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $721K | 9.8% |
| Transamerica RetireOn Track 2035 Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $556K | 7.5% |
| Transamerica RetireOn Track 2055 Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $334K | 4.5% |
| Transamerica RetireOn Track 2030 Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $324K | 4.4% |
| Transamerica Life Insurance Co. Capital Group · Insurance contract | $308K | 4.2% |
| Transamerica RetireOn Track 2040 Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $296K | 4.0% |
| Transamerica RetireOn Track 2060 Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $288K | 3.9% |
| State Street Transamerica Conservative Return State Street (SSgA) · Insurance contract | $243K | 3.3% |
| State Street Transamerica Moderate Growth State Street (SSgA) · Insurance contract | $240K | 3.2% |
| 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 |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
24 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 6 by compensation.
| Provider | Compensation |
|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 27 · EIN 41-0973005 Advisory (Plan) | $17,459 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 Accounting | $15,316 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 Recordkeeping | $11,754 |
Filed as: BLUE RIDGE ASSOCIATES Service code 15 · EIN 41-0955056 7365 KIRKWOOD CT N · MAPLE GROVE, MN 55369 Recordkeeping | $8,073 |
Service code 15 · EIN 41-0955056 7365 KIRKWOOD CT N · MAPLE GROVE, MN 55369 Recordkeeping | $4,910 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 Advisory (Plan) | $1,390 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025