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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $94,140 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $45,000 |
PB MARES1 year Filed as: PB MARES, LLP Service code 11 · EIN 54-0737372 | Actuarial | $24,413 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $138 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
27 funds of $250K or more; 17 lines in all, holding $226M of the plan's $228M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $57.7M | 25.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $31.1M | 13.8% |
| AB US Large Cap Growth CIT AllianceBernstein · Collective trust | $24.2M | 10.7% |
| Transamerica Guaranteed Investment Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $21.1M | 9.3% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $14.3M | 6.3% |
| JPMorgan U.S. Equity Fund Class L JPMorgan · Mutual fund | $13.3M | 5.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.9M | 4.4% |
| American Funds Capital World G/I R4 Capital Group · Mutual fund | $9.7M | 4.3% |
| Lord Abbett Total Return Fund Class I Lord Abbett · Mutual fund | $9.4M | 4.1% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-I Class T. Rowe Price · Mutual fund | $8.4M | 3.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.