Filings through .
Filed July 23, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Inv... | $167,046 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,315 |
20 funds of $250K or more; 12 lines in all, holding $243M of the plan's $253M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $153M | 63.0% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $43.9M | 18.1% |
| Transamerica Life Insurance Company Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $9.6M | 3.9% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.6M | 3.1% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.6M | 2.7% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.0M | 2.5% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.6M | 2.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $4.3M | 1.8% |
| Vanguard Emerging Markets Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.5M | 1.0% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $2.0M | 0.8% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.