Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TARNSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0988978 | Recordkeeping | $16,250 |
CALIFORNIA BENEFIT PLANNERS7 years Service code 15 · EIN 95-4568183 | Recordkeeping | $750 |
5 funds of $250K or more; 19 lines in all, holding $3.8M of the plan's $4.0M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $1.9M | 49.7% |
| State Street Russell Lg Cap Gr Index State Street (SSgA) · Insurance contract Index | $640K | 16.8% |
| Transamerica Partners Stock Index Ret Acct Transamerica (Aegon) · Insurance contract IndexRecordkeeper's own fund | $258K | 6.8% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $213K | 5.6% |
| Transamerica Stable Value Core Option Insurance Company Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $105K | 2.7% |
| Pioneer Select Mid Cap Growth Victory Capital · Mutual fund | $97K | 2.6% |
| American Funds New Perspective Ret Acct Capital Group · Mutual fund | $87K | 2.3% |
| TA Vanguard REIT Index Ret Acct Vanguard · Insurance contract Index | $80K | 2.1% |
| TA Vanguard Small Cap Value Index Ret Vanguard · Mutual fund Index | $75K | 2.0% |
| Eaton Vance Management Eaton Vance High Income Opportunities Morgan Stanley · Other | $60K | 1.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.