Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
2% 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.
$322K in admin expenses, $126 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, counting each target-date vintage; shown as 17 lines, holding $179M of the plan's $180M. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $108M | 60.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $26.4M | 14.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $11.9M | 6.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $7.6M | 4.2% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.2M | 3.5% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 2.2% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.2M | 1.8% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $2.7M | 1.5% |
| fund (held by State Street Bank and Trust Company) Transamerica Trust Company State Street (SSgA) · Collective trust | $2.1M | 1.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.8M | 1.0% |
| 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 |
7 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.
7 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 4 by compensation.
| Provider | Compensation |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Participant loan processing; Float re... | $256,643 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 Investment Management | $43,593 |
MILLER COOPER & CO LTD2 years Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 Accounting | $22,000 |
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.
Filed July 31, 2012 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025