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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $10,475 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,457 |
10 funds of $250K or more; 29 lines in all, holding $8.2M of the plan's $8.6M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: BlackRock LifePath Index, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Partners Stock Index Fund Transamerica (Aegon) · Mutual fund Index | $1.4M | 17.2% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $1.1M | 14.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 13.0% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract | $699K | 8.5% |
| State Street Russell Large Cap Growth Index Ret Acct State Street (SSgA) · Mutual fund Index | $676K | 8.3% |
| BlackRock Health Sciences Ops Ret BlackRock · Mutual fund | $358K | 4.4% |
| e) Pooled Separate Account: Transamerica Transamerica (Aegon) · Separate account | $306K | 3.7% |
| Victory Established Value Fund Victory Capital · Mutual fund | $275K | 3.4% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $272K | 3.3% |
| Wells Fargo Advantage Discovery Fund Allspring · Mutual fund | $265K | 3.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| Addede) Pooled Separate Account: Transamerica | $306K |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.