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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $55,329 |
TAG RESOURCES, LLC3 years Filed as: ADMIN. GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $26,414 |
RPA FINANCIAL LLC3 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $5,373 |
14 funds of $250K or more; 24 lines in all, holding $19.3M of the plan's $19.5M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica LifeGoal 2050 with BlkRck BlackRock · Insurance contract | $2.8M | 14.2% |
| Transamerica LifeGoal 2045 with BlkRck BlackRock · Insurance contract | $2.4M | 12.2% |
| Transamerica LifeGoal 2040 with BlkRck BlackRock · Insurance contract | $2.1M | 11.0% |
| Transamerica Financial Life Insurance Company Fidelity 500 Index Fidelity (FMR) · Insurance contract Index | $1.9M | 9.7% |
| Transamerica LifeGoal 2055 with BlkRck BlackRock · Insurance contract | $1.9M | 9.7% |
| Transamerica LifeGoal 2060 with BlkRck BlackRock · Insurance contract | $1.7M | 9.0% |
| Transamerica LifeGoal 2035 with BlkRck BlackRock · Insurance contract | $1.7M | 8.9% |
| Transamerica Financial Life Insurance Company JP Morgan Lrg Cap Gr JPMorgan · Insurance contract | $949K | 4.9% |
| BlackRock Equity Dividend BlackRock · Insurance contract | $564K | 2.9% |
| Transamerica LifeGoal Ret with BlkRck BlackRock · Insurance contract | $526K | 2.7% |
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, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.