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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 16 · EIN 52-1035956 | Consulting | $93,211 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $18,059 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
29 funds of $250K or more; 22 lines in all, holding $113M of the plan's $115M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $30.9M | 27.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $14.6M | 12.9% |
| JPMorgan Large Cap Growth Select Fund JPMorgan · Mutual fund | $12.4M | 10.9% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund | $8.1M | 7.1% |
| Transamerica Guaranteed Inv Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $6.4M | 5.7% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $5.5M | 4.8% |
| MassMutual Select Mid Cap Growth R4 MassMutual · Mutual fund | $4.6M | 4.1% |
| Goldman Sachs Small/Mid Cap Growth Fund Institutional Goldman Sachs · Mutual fund | $4.4M | 3.9% |
| Capital World Growth & Income Fund Class R-5 Capital Group · Mutual fund | $3.5M | 3.1% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $3.3M | 2.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.