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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC3+ years Filed as: ADMIN. GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $13,927 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $5,165 |
RPA FINANCIAL LLC3+ years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $303 |
16 funds hold $430K of the plan's $440K. From the 2024 filing. Recordkeeper: Admin. Group, LLC DBA TAG Resources.
Target-date series: BlackRock LifePath Index, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 6 vintages | $363K | 84.4% |
| JPMorgan Lrg Cap Gr Ret JPMorgan · Mutual fund | $16K | 3.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $14K | 3.3% |
| Fidelity Total International Index Retirement Account Fidelity (FMR) · Mutual fund Index | $9K | 2.0% |
| BlackRock Equity Dividend Ret Acct BlackRock · Mutual fund | $5K | 1.3% |
| Fidelity Mid Cap Index Ret Acct Fidelity (FMR) · Mutual fund Index | $5K | 1.2% |
| Janus Henderson Triton Ret Acct Janus Henderson · Mutual fund | $4K | 0.9% |
| State Steet Partner Series With TA Moderate Transamerica (Aegon) · Other | $3K | 0.7% |
| Fidelity Retirement US Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2K | 0.6% |
| MFS International Diversification Ret Acct MFS (Sun Life) · Mutual fund | $2K | 0.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.