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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $2,630 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,059 |
RPA FINANCIAL LLC3+ years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $185 |
16 funds hold $1.4M of the plan's $1.4M. From the 2024 filing. Recordkeeper: Admin. Group, LLC DBA TAG Resources.
Target-date series: BlackRock LifePath Index, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $933K | 67.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $189K | 13.6% |
| Fidelity Small Cap Index Ret Fidelity (FMR) · Mutual fund Index | $56K | 4.0% |
| JPMorgan Lrg Cap Gr Ret JPMorgan · Mutual fund | $31K | 2.2% |
| Fidelity Total International Index Retirement Account Fidelity (FMR) · Mutual fund Index | $28K | 2.0% |
| Stable Value Fund: Transamerica Stable Value Advantage Account Transamerica (Aegon) · Insurance contract | $25K | 1.8% |
| BlackRock Equity Dividend Ret Acct BlackRock · Mutual fund | $24K | 1.7% |
| Fidelity Retirement US Bond Index Fund Fidelity (FMR) · Mutual fund Index | $16K | 1.2% |
| LifeGoal Retirement with BlackRock Retirement Account BlackRock · Mutual fund | $16K | 1.2% |
| Fidelity Mid Cap Index Ret Acct Fidelity (FMR) · Mutual fund Index | $16K | 1.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.