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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $32,870 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $25,902 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,850 |
11 funds of $250K or more; 22 lines in all, holding $9.5M of the plan's $9.8M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $6.6M | 69.7% |
| State Street Russell Large Cap Growth Index Ret Acct State Street (SSgA) · Mutual fund Index | $420K | 4.4% |
| MFS Massachusetts Invstrs Growth Stock Ret Acct MFS (Sun Life) · Mutual fund | $409K | 4.3% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $371K | 3.9% |
| American Funds New Perspective Ret Acct Capital Group · Mutual fund | $215K | 2.3% |
| PIMCO StocksPLUS Intl (US Dollar-Hdgd) Ret Acct PIMCO (Allianz) · Mutual fund | $168K | 1.8% |
| Janus Henderson Triton Ret Acct Janus Henderson · Mutual fund | $163K | 1.7% |
| Pioneer Select Mid Cap Growth Ret Acct Victory Capital · Other | $159K | 1.7% |
| DFA U.S. Targeted Val Port Ret Acct Dimensional · Mutual fund | $138K | 1.5% |
| JPMorgan Eqt Inc Ret Acct JPMorgan · Mutual fund | $129K | 1.4% |
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.
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.)
The auditor signed off without reservation. This is the cleanest opinion.