Filings through .
Filed April 30, 2014 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,638 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $16,427 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,514 |
NIA SECURITIES, LLC1 year Filed as: NIA SECURITIES LLC Service code 99 | Other Fees | $8,234 |
12 funds of $250K or more; 24 lines in all, holding $7.6M of the plan's $7.6M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| AmCen One Choice 2045 Trust M American Century · Collective trust | $1.3M | 17.5% |
| AmCen One Choice In Trust M American Century · Collective trust | $1.0M | 13.2% |
| AmCen One Choice 2055 Trust M American Century · Collective trust | $610K | 8.0% |
| AmCen One Choice 2050 Trust M American Century · Collective trust | $600K | 7.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $593K | 7.8% |
| AmCen One Choice 2030 Trust M American Century · Collective trust | $464K | 6.1% |
| AmCen One Choice 2040 Trust M American Century · Collective trust | $435K | 5.7% |
| AmCen One Choice 2035 Trust M American Century · Collective trust | $375K | 4.9% |
| Great Gray Large Cap Growth Fund II Manager not matched · Collective trust | $355K | 4.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $344K | 4.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmCen One Choice In Trust M | $1.0M |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.