Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$213K in admin expenses, $241 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more; 33 lines in all, holding $60.7M of the plan's $62.2M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Partners Stock Index Transamerica (Aegon) · Separate account IndexRecordkeeper's own fund | $9.2M | 15.2% |
| Transamerica Life Ins. Co. Stable Value Fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $7.6M | 12.4% |
| MFS Massachusetts Investors Growth MFS (Sun Life) · Separate account | $7.0M | 11.6% |
| Transamerica Mid Cap Value I2 Transamerica (Aegon) · Separate account Recordkeeper's own fund | $3.2M | 5.3% |
| American Funds Balanced RET Option Capital Group · Separate account | $3.0M | 5.0% |
| Transamerica Asset Alloc Intrm/Long Transamerica (Aegon) · Separate account Recordkeeper's own fund | $2.6M | 4.2% |
| American Century 2030 American Century · Separate account | $2.1M | 3.5% |
| Participant Directed Pooled Separate Accounts with Transamerica Life Ins. Co.: American Century 2025 American Century · Separate account | $2.0M | 3.2% |
| American Century 2060 American Century · Separate account | $1.6M | 2.7% |
| Transamerica Hi Yield Bond Transamerica (Aegon) · Separate account Recordkeeper's own fund | $1.5M | 2.4% |
| 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 |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedParticipant Directed Pooled Separate Accounts with Transamerica Life Ins. Co.: American Century 2025 | $2.0M |
| DroppedAmerican Century 2025 | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
23 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 |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 Recordkeeping | $177,704 |
MIDWEST ATC SERVICE INC2 years Service code 13 · EIN 48-0872931 Contract Administrator | $35,120 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025