Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$36K in admin expenses, $220 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 14 lines in all, holding $5.2M of the plan's $5.3M. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.4M | 65.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $589K | 11.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $263K | 5.1% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $221K | 4.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $154K | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $144K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $103K | 2.0% |
| ¢) (e) Regis Manager not matched · Other | $101K | 2.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $44K | 0.9% |
| Mefs International MFS (Sun Life) · Mutual fund | $35K | 0.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 Recordkeeping | $27,250 |
BANK OF AMERICA1 year Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 Advisory (Plan) | $13,354 |
DWC - THE 401(K) EXPERTS3 years Filed as: DWC-THE 401(K) EXPERTS Service code 15 · EIN 26-2091417 Recordkeeping | $8,798 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
9 filings · 2017 to 2025