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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $51,644 |
13 funds of $250K or more; 22 lines in all, holding $13.0M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fully Benefit-Responsive Investment Contract: Transamerica Life Insurance Company Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $2.4M | 18.2% |
| MFS Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $2.1M | 16.1% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.2M | 9.2% |
| MFS Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $1.1M | 8.1% |
| American Funds American Mutual R4 Capital Group · Mutual fund | $973K | 7.5% |
| MFS Core Equity Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $942K | 7.3% |
| American iShare U.S. Aggregate Bond Index K Capital Group · Mutual fund Index | $668K | 5.2% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $666K | 5.1% |
| Blackrock High Yield Inv A BlackRock · Mutual fund | $367K | 2.8% |
| iShares MSCI Total International Index Fund Class K Shares BlackRock · ETF Index | $332K | 2.6% |
Added 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighiShares iShare U.S. Aggregate Bond Index K to American iShare U.S. Aggregate Bond Index K | $587K to $668K |
| AddedFranklin International Equity Fund Class A | $253K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.