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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,866 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $4,150 |
13 funds of $250K or more; 22 lines in all, holding $14.3M of the plan's $14.6M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica RetireOnTrack 2045 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $1.8M | 12.6% |
| Transamerica (Transamerica Trust) RetireOnTrack 2040 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $1.8M | 12.3% |
| Transamerica RetireOnTrack 2050 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $1.4M | 9.8% |
| Transamerica RetireOnTrack 2035 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $1.4M | 9.8% |
| Transamerica RetireOnTrack 2030 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $1.2M | 8.7% |
| Transamerica RetireOnTrack 2055 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $1.2M | 8.7% |
| Transamerica RetireOnTrack 2060 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $994K | 7.0% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $936K | 6.6% |
| Transamerica RetireOnTrack 2025 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $857K | 6.0% |
| Transamerica RetireOnTrack 2020 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $699K | 4.9% |
Added 2 funds, dropped 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Funds Target Date (mutual fund) to Transamerica RetireOnTrack 2045 Fund | $13.4M to $11.9M |
| DroppedCapital Group money market | $1.0M |
| AddedAmerican Funds Washington Mutual R6 | $936K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
The auditor signed off without reservation. This is the cleanest opinion.