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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,999 |
FM INTERNATIONAL8 years Filed as: FM INTERNATIONAL, LTD. Service code 15 · EIN 11-3416243 | Recordkeeping | $6,779 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,329 |
10 funds of $250K or more; 20 lines in all, holding $7.5M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, other, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Insurance contract Target-date, 8 vintages | $5.0M | 66.3% |
| Transamerica Financial Life Insurance Company Transamerica Partners Stock Index Ret Acct Transamerica (Aegon) · Insurance contract IndexRecordkeeper's own fund | $483K | 6.5% |
| Morgan Stanley Growth Ret Acct ^ Morgan Stanley · Other | $407K | 5.4% |
| MFS Massachusetts Inv Gr Stk MFS (Sun Life) · Mutual fund | $289K | 3.9% |
| Transamerica Financial Life Insurance Company Transamerica LifeGoal Ret with BlackRock Ret Acct BlackRock · Insurance contract | $236K | 3.2% |
| Pioneer Select Mid Cap Growth Ret Acct ^ Victory Capital · Other | $169K | 2.3% |
| Transamerica Financial Life Insurance Company Transamerica Large Cap Value Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $132K | 1.8% |
| American Funds New Perspective Ret Acct Capital Group · Mutual fund | $123K | 1.6% |
| Transamerica Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $103K | 1.4% |
| Invesco Growth and Income Ret Acct Invesco · Mutual fund | $93K | 1.2% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedTransamerica Partners Stock Index Ret Acct | $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, not money moved.
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.
The auditor signed off without reservation. This is the cleanest opinion.