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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $24,488 |
KESTRA FINANCIAL2 years Filed as: KESTRA ADVISORY SERVICES, LLP Service code 16 · EIN 35-2552359 | Consulting | $19,651 |
11 funds of $250K or more; 31 lines in all, holding $13.7M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Retirement 2030 Class VI Manager not matched · Collective trust | $2.4M | 17.5% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 14.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 12.2% |
| Retirement 2050 Class VI Manager not matched · Collective trust | $1.6M | 12.0% |
| Retirement 2060 Class VI Manager not matched · Collective trust | $1.3M | 9.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 7.4% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $734K | 5.3% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $566K | 4.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $383K | 2.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $294K | 2.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.