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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $14,679 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $13,443 |
7 funds of $250K or more; 24 lines in all, holding $3.8M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.4M | 62.8% |
| American Funds Target Date Capital Group · Collective trust Target-date, 1 vintage | $449K | 11.8% |
| borrower, lessor, or maturity date, rate of interest, collateral, par: Vanguard Vanguard · Mutual fund | $118K | 3.1% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $94K | 2.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $93K | 2.4% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 1 vintage | $81K | 2.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $81K | 2.1% |
| Hartford Schroders Intl Multi-Cp Val SDR Hartford Funds · Mutual fund | $69K | 1.8% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $66K | 1.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $60K | 1.6% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchT. Rowe Price Retirement 2055 Trust to American Funds 2050 Target Date Retirement Fund Class R-6 | $2.2M to $2.8M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.