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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 36-6071399 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $61,117 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,208 |
2 funds of $250K or more; 3 lines in all, holding $12.0M of the plan's $12.2M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Pooled Separate Accts Transamerica (Aegon) · Separate account Recordkeeper's own fund | $11.2M | 92.8% |
| Transamerica Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $862K | 7.2% |
| Repayments are Corrected Manager not matched · Other | $8K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
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.