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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTUREPLAN FIDUCIARY SERVICES LLC Service code 14 · EIN 82-3719843 PO BOX 55757 · BOSTON, MA 02205 | Plan Administrator | $25,876 |
7 funds of $250K or more; 21 lines in all, holding $5.0M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Futureplan Fiduciary Services.
Target-date series: Transamerica Target Retirement, other, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large CapGrowth Ret Opt JPMorgan · Mutual fund | $838K | 16.8% |
| MFS Value Ret Opt Fund MFS (Sun Life) · Mutual fund | $801K | 16.0% |
| TA Vanguard Total Stock Market Index Ret Opt Vanguard · Mutual fund Index | $670K | 13.4% |
| Transamerica Partners Stock Index Ret Opt Transamerica (Aegon) · Mutual fund Index | $456K | 9.1% |
| TA Vanguard Intl Value Ret Index Ret Opt Vanguard · Mutual fund Index | $304K | 6.1% |
| Fully Benefit-Responsive Investment Contracts Transamerica Stable ValueAdvantage Option Transamerica (Aegon) · Insurance contract | $265K | 5.3% |
| Transamerica Target Retirement Transamerica (Aegon) · Other Target-date, 1 vintage | $251K | 5.0% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $189K | 3.8% |
| American Funds New Perspective Ret Opt Capital Group · Mutual fund | $188K | 3.8% |
| DFA Inflation-Protected Securities Port Ret Opt Dimensional · Mutual fund | $180K | 3.6% |
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.
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.