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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $43,966 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,049 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,632 |
NFP RETIREMENT INC2 years Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $1,203 |
13 funds of $250K or more; 27 lines in all, holding $15.2M of the plan's $15.6M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Lifegoal 2055 With Blackrock Fund BlackRock · Collective trust | $3.0M | 19.8% |
| Transamerica Lifegoal 2060 With Blackrock Fund BlackRock · Collective trust | $2.9M | 19.1% |
| Vanguard Total Stock Market Index Fund Vanguard · Separate account Index | $2.5M | 16.4% |
| Transamerica Lifegoal 2050 With Blackrock Fund BlackRock · Collective trust | $1.4M | 9.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Separate account | $1.0M | 6.7% |
| Transamerica LifeGoal 2045 with BlackRock BlackRock · Collective trust | $687K | 4.5% |
| Transamerica LifeGoal 2035 with BlackRock BlackRock · Collective trust | $429K | 2.8% |
| Transamerica State Street Russell Small Cap Index State Street (SSgA) · Mutual fund Index | $411K | 2.7% |
| Transamerica State Street International Index Fund State Street (SSgA) · Separate account Index | $340K | 2.2% |
| Fully benefit-responsive Transamerica Stable Value Fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $282K | 1.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.