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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,136 |
5 funds of $250K or more; 21 lines in all, holding $3.6M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement Transamerica (Aegon) · Separate account Target-date, 5 vintagesRecordkeeper's own fund | $2.0M | 56.6% |
| Transamerica LifeGoal 2030 with BlackRck RetOpt Transamerica (Aegon) · Separate account Recordkeeper's own fund | $273K | 7.6% |
| Vanguard Total Stock Market Index Ret Opt Vanguard · Separate account Index | $197K | 5.4% |
| Transamerica LifeGoalRet with BlackRock Ret Opt BlackRock · Separate account | $168K | 4.7% |
| Transamerica Large Cap Growth Ret Opt Transamerica (Aegon) · Separate account Recordkeeper's own fund | $142K | 3.9% |
| e) Current Stable Value Fund Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $96K | 2.7% |
| American Funds New Perspective Ret Opt Capital Group · Separate account | $73K | 2.0% |
| Vanguard Small Cap Value Index Ret Opt Vanguard · Separate account Index | $63K | 1.8% |
| Prudential Total Return Bond Ret Opt Prudential (PGIM) · Separate account | $63K | 1.7% |
| Transamerica Intl Stock Ret Opt Transamerica (Aegon) · Separate account Recordkeeper's own fund | $55K | 1.5% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchPooled Separate Accounts Transamerica LifeGoal 2035 with BlackRock Ret Opt to Transamerica Target Retirement 2035 | $1.2M to $2.2M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.