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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,518 |
Filed as: ROCKERFELLER CAPTIAL MGMT INS Service code 27 · EIN 82-4926179 | Advisory (Plan) | $25,000 |
BATES CARTER6 years Service code 10 · EIN 20-8004844 | Accounting | $10,000 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $4,827 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
20 funds hold $33.6M of the plan's $29.3M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $6.2M | 18.5% |
| Franklin Growth A Franklin Templeton · Mutual fund Possible retail class A | $4.2M | 12.6% |
| Invesco Diversified Dividend Fund Class A Invesco · Mutual fund Possible retail class A | $3.9M | 11.7% |
| Stable value fund Transamerica (Aegon) · Stable value Stable valueRecordkeeper's own fund | $3.6M | 10.6% |
| Pioneer Strategic Income Fund: Class A Victory Capital · Mutual fund Possible retail class A | $2.4M | 7.2% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $2.2M | 6.5% |
| Vanguard Inflation-Protected Securities Fund Investor Shares Vanguard · Mutual fund | $2.1M | 6.2% |
| MFS Research Bond A MFS (Sun Life) · Mutual fund Possible retail class A | $1.9M | 5.6% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $902K | 2.7% |
| Artisan International Value Fund Institutional Shares Artisan Partners · Mutual fund | $766K | 2.3% |
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.