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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,831 |
THE KAGAN COMPANY6 years Service code 15 · EIN 95-4255557 | Recordkeeping | $4,125 |
4 funds of $250K or more; 15 lines in all, holding $3.6M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Growth Fund of America Ret Opt Capital Group · Separate account | $1.1M | 29.6% |
| MFS Value Ret Opt MFS (Sun Life) · Separate account | $937K | 26.1% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $299K | 8.3% |
| Prudential Total Return Bond Ret Opt Prudential (PGIM) · Separate account | $253K | 7.0% |
| Transamerica Target Retirement Transamerica (Aegon) · Separate account Target-date, 5 vintagesRecordkeeper's own fund | $161K | 4.5% |
| American Funds New Perspective Ret Opt Capital Group · Separate account | $129K | 3.6% |
| Victory Established Value Ret Opt Victory Capital · Separate account | $118K | 3.3% |
| DFA Inflation-Protected Securities Port Ret Opt Dimensional · Separate account | $113K | 3.1% |
| Transamerica Small Cap Value Ret Opt Transamerica (Aegon) · Separate account Recordkeeper's own fund | $103K | 2.9% |
| MFS International Diversification Fund MFS (Sun Life) · Separate account | $94K | 2.6% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.