Filings through .
Filed July 6, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $108,504 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $101,924 |
DWC - THE 401(K) EXPERTS1+ years Service code 15 · EIN 26-2091417 | Recordkeeping | $39,229 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,723 |
ADMINISTRATIVE GROUP, LLC1+ years Service code 31 · EIN 42-1484983 | Named fiduciary | $10,327 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS INC Service code 49 · EIN 59-2476008 | Other Services | $5,851 |
TRUIST BANK1+ years Filed as: TRUIST ADVISORY SERVICES INC Service code 27 · EIN 37-1808847 | Advisory (Plan) | $905 |
24 funds of $250K or more; 18 lines in all, holding $49.9M of the plan's $51.6M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 6 vintages | $9.6M | 19.3% |
| State Street S&P Md Cap Indx Ret Acct State Street (SSgA) · Mutual fund Index | $6.1M | 12.3% |
| Janus Henderson Balanced Retirement Account Janus Henderson · Mutual fund | $5.1M | 10.3% |
| Transamerica Nomura Mid Cap Growth Retirement Account Transamerica (Aegon) · Other Recordkeeper's own fund | $5.1M | 10.2% |
| American Funds New World Ret Acct Capital Group · Mutual fund | $4.9M | 9.9% |
| Transamerica Target Retirement BlackRock · Mutual fund Target-date, 4 vintages | $4.9M | 9.8% |
| JPMorgan Investor Growth Retirement Account JPMorgan · Mutual fund | $3.1M | 6.3% |
| JPMorgan Lrg Cap Gr Ret JPMorgan · Mutual fund | $1.9M | 3.7% |
| TA Vanguard Total Stock Market Index Retirement Account Vanguard · Mutual fund Index | $1.6M | 3.2% |
| American Century Mid Cap Value Ret Acct American Century · Separate account | $1.4M | 2.8% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.