Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$27K in admin expenses, $211 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 21 lines in all, holding $5.1M of the plan's $5.2M. Recordkeeper: Redwood Pensions.
Target-date series: BlackRock LifePath Index, other, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 6 vintages | $1.6M | 31.0% |
| Transamerica LifeGoal Ret Transamerica (Aegon) · Separate account | $1.5M | 28.8% |
| With Blackrock Ret Opt Thornburg International Equity Ret Pooled Separate Account BlackRock · Separate account | $574K | 11.2% |
| Opt Transamerica Lifegoal 2030 With Pooled Separate Account Transamerica (Aegon) · Separate account | $497K | 9.7% |
| Blackrock Ret Opt Morgan Stanley Growth Ret Opt Pooled Separate Account BlackRock · Separate account | $262K | 5.1% |
| Vanguard Total Stock Market Index Fund Vanguard · Separate account Index | $159K | 3.1% |
| Transamerica Partners Stock Index Ret Opt Transamerica (Aegon) · Separate account Index | $137K | 2.7% |
| Vanguard Small-Cap Index Ret Opt Vanguard · Separate account Index | $83K | 1.6% |
| Vanguard Small Cap Growth Index Pooled separate account Vanguard · Separate account Index | $79K | 1.5% |
| Transamerica Target Retirement Transamerica (Aegon) · Separate account Target-date, 1 vintage | $70K | 1.4% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds.
| Fund | Year-end value |
|---|---|
| AddedTransamerica LifeGoal Ret | $1.5M |
| AddedWith Blackrock Ret Opt Thornburg International Equity Ret Pooled Separate Account | $574K |
| AddedOpt Transamerica Lifegoal 2030 With Pooled Separate Account | $497K |
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.
11 more lines and 1 more change 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 2 by compensation.
| Provider | Compensation |
|---|---|
REDWOOD PENSIONS, LLC3 years Service code 15 · EIN 27-2431450 Recordkeeping | $13,935 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 Recordkeeping | $12,625 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025