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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $0 |
6 funds hold $30.9M of the plan's $30.9M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.3M | 36.7% |
| PIMCO Total Return Fund (Admiral) PIMCO (Allianz) · Mutual fund | $7.8M | 25.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.1M | 22.9% |
| Emerging Markets Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.7M | 5.4% |
| Franklin Small CAP Value Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $1.5M | 4.9% |
| MainStay Cbre Real Estate I New York Life · Other | $1.5M | 4.7% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Amy C. Sullivan, A.S.A., E.A., M.A. Transamerica Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.