Filings through .
Filed May 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FIN. LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $179,958 |
Service code 99 · EIN 83-3880266 | Other Fees | $7,876 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $0 |
24 funds of $250K or more; 29 lines in all, holding $25.6M of the plan's $28.8M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street U.S. Bond Index Ret Acct State Street (SSgA) · Mutual fund Index | $3.2M | 12.4% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $2.9M | 11.5% |
| State Street Russell Large Cap Growth Index Ret Acct State Street (SSgA) · Mutual fund Index | $2.2M | 8.5% |
| State Street Russell Lg Cap Val Indx Ret Acct State Street (SSgA) · Mutual fund Index | $1.8M | 6.9% |
| Transamerica Large Cap Growth Ret Acct Transamerica (Aegon) · Other Recordkeeper's own fund | $1.7M | 6.8% |
| Transamerica Prtnrs Stck Indx Ret Acct Transamerica (Aegon) · Other IndexRecordkeeper's own fund | $1.6M | 6.3% |
| Transamerica Target Retirement Transamerica (Aegon) · Other Target-date, 5 vintagesRecordkeeper's own fund | $1.5M | 6.0% |
| State Street Internatnl Index Ret Acct State Street (SSgA) · Mutual fund Index | $1.3M | 5.0% |
| State Steet Prtn Series with TA Agg Gr RetAcct Manager not matched · Other | $1.0M | 4.1% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $933K | 3.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.