Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$54K in admin expenses, $195 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 19 lines in all, holding $9.5M of the plan's $9.5M. Recordkeeper: Transamerica (Aegon).
Target-date series: Fidelity Freedom Index, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $6.0M | 63.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 23.3% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund Index | $366K | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $167K | 1.8% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $142K | 1.5% |
| Ultra Fund R6 Class American Century · Mutual fund | $122K | 1.3% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $103K | 1.1% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $90K | 0.9% |
| BlackRock Advantage Small Cap Core Fund Class K BlackRock · Mutual fund | $62K | 0.7% |
| Macquarie Emerging MarketsFund Class R6 Macquarie / Nomura · Mutual fund | $61K | 0.6% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 · EIN 47-1411118 Advisory (Plan) | $18,773 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 Recordkeeping | $15,646 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
4 filings · 2022 to 2025