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| Provider | Service type | Compensation |
|---|---|---|
BEACON CAPITAL, LLC9 years Service code 27 · EIN 81-4841158 | Advisory (Plan) | $20,180 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,687 |
Filed as: QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 20-0223513 | Recordkeeping | $2,900 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,160 |
12 funds of $250K or more; 29 lines in all, holding $6.2M of the plan's $6.3M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Tlic Stable Value Core Option Manager not matched · Insurance contract | $691K | 11.1% |
| Tlic Growth Stock Ret Opt Manager not matched · Separate account | $491K | 7.9% |
| Tlic Contrarian Core Manager not matched · Separate account | $458K | 7.4% |
| Tlic Equity Income Ret Opt Manager not matched · Separate account | $450K | 7.2% |
| Tlic Long Duration Ret Opt Manager not matched · Separate account | $387K | 6.2% |
| Tlic PIMCO Income PIMCO (Allianz) · Separate account | $364K | 5.8% |
| Tlic Large Cap Growth Ret Opt Manager not matched · Separate account | $364K | 5.8% |
| Tlic Diversified Dividend Ret Opt Manager not matched · Separate account | $350K | 5.6% |
| Tlic Stocks Plus Absolute Ret Manager not matched · Separate account | $304K | 4.9% |
| Tlic Lord Abbett Income Lord Abbett · Separate account | $292K | 4.7% |
No lineup changes between the 2024 and 2025 filings.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.