Filings through .
Filed December 24, 1992
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $51,361 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $49,084 |
25 funds of $250K or more; 30 lines in all, holding $20.5M of the plan's $21.9M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, other, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Invesco Core Plus Bond Ret Invesco · Insurance contract | $1.9M | 9.2% |
| State Street Russell Lg Cap Val Index State Street (SSgA) · Insurance contract Index | $1.5M | 7.2% |
| TA Vanguard Total Stock Market Vanguard · Insurance contract Index | $1.4M | 6.7% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.4M | 6.7% |
| State Street U.S. Bd Index Ret State Street (SSgA) · Insurance contract Index | $1.3M | 6.2% |
| State Street Russell Lg Cap Gr Index State Street (SSgA) · Insurance contract Index | $1.2M | 6.1% |
| American Funds Target Date Capital Group · Insurance contract Target-date, 1 vintage | $1.1M | 5.3% |
| Federated Hermes Instl High Yield Federated Hermes · Insurance contract | $980K | 4.8% |
| PIMCO Real Retrn Ret PIMCO (Allianz) · Insurance contract | $938K | 4.6% |
| JPMorgan Eqt Inc Ret JPMorgan · Insurance contract | $876K | 4.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.