Filings through .
Filed November 14, 2012
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $22,198 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
22 funds of $250K or more; 16 lines in all, holding $69.4M of the plan's $71.6M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $30.4M | 43.9% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $12.3M | 17.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.6M | 12.4% |
| Mutual Funds T. Rowe Price T. Rowe Price · Mutual fund | $3.2M | 4.6% |
| Vanguard Prime Money Market Fund Admiral Shares Vanguard · Money market | $3.1M | 4.4% |
| American Funds Capital Group · Mutual fund | $2.5M | 3.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 3.3% |
| American Balanced R5 Capital Group · Mutual fund | $2.2M | 3.2% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $1.6M | 2.3% |
| Columbia Overseas Value Inst2 Ameriprise (Columbia Threadneedle) · Mutual fund | $812K | 1.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.