Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$55K in admin expenses, $156 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 35 lines in all, holding $8.0M of the plan's $8.1M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Janus Henderson Global Research Ret Opt Janus Henderson · Mutual fund | $952K | 12.0% |
| Schwab Total Stock Market Index Ret Opt Charles Schwab · Mutual fund Index | $926K | 11.6% |
| Transamerica Stable Value Ascend Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $545K | 6.8% |
| Transamerica RetireOnTrk 2050 with Amer Fds RetOpt Capital Group · Mutual fund | $410K | 5.1% |
| TransamericaRetOnTrk 2040 with Amer Fds RetOpt Capital Group · Mutual fund | $405K | 5.1% |
| JPMorgan Eqt Inc Ret Opt JPMorgan · Mutual fund | $393K | 4.9% |
| TransamericaRetOnTrk 2060 with Amer Fds RetOpt Capital Group · Mutual fund | $387K | 4.9% |
| Lord Abbett Inc Ret Opt Lord Abbett · Mutual fund | $381K | 4.8% |
| Federated Hermes Total Rtn Bond Ret Opt Federated Hermes · Mutual fund | $369K | 4.6% |
| Transamerica RetireOnTrk 2065 with Amer Fds RetOpt Capital Group · Mutual fund | $344K | 4.3% |
| 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 |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds.
| Fund | Year-end value |
|---|---|
| AddedJanus Henderson Global Research Ret Opt | $952K |
| AddedSchwab Total Stock Market Index Ret Opt | $926K |
| AddedJPMorgan Eqt Inc Ret Opt | $393K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 stable value or insurance lines.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
25 more lines and 2 more changes 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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 Recordkeeping | $27,835 |
EDWARD JONES3 years Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 Advisory (Plan) | $20,378 |
ERP NATIONAL LLC3 years Service code 15 · EIN 84-2409363 Recordkeeping | $3,838 |
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
11 filings · 2015 to 2025