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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $30,132 |
TEMPLETON & COMPANY LLP7 years Service code 10 · EIN 14-1918990 | Accounting | $17,418 |
MAGNOLIA CAPITAL ADVISORS2 years Filed as: MAGNOLIA CAPITAL ADVISORS LLC Service code 27 · EIN 83-1488684 | Advisory (Plan) | $8,134 |
NOVA 401(K) ASSOCIATES7 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $7,761 |
11 funds of $250K or more; 18 lines in all, holding $10.0M of the plan's $10.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $6.8M | 68.0% |
| TA BlackRock Lifegoal Index Retirement Ret Acct BlackRock · Mutual fund Index | $1.2M | 11.8% |
| American Funds Blncd Ret Acct Capital Group · Mutual fund | $1.1M | 10.8% |
| JPMorgan Lrg Cap Gr Ret Acct JPMorgan · Mutual fund | $281K | 2.8% |
| JPMorgan Eqt Inc Ret Acct JPMorgan · Mutual fund | $147K | 1.5% |
| TA Vanguard Total Stck Mrkt Index Ret Acct Vanguard · Mutual fund Index | $117K | 1.2% |
| Western Asset Core Plus Bd Ret Acct Franklin Templeton · Other | $75K | 0.8% |
| State Street Internatnl Index Ret Acct State Street (SSgA) · Mutual fund Index | $50K | 0.5% |
| Transamerica Financial Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $43K | 0.4% |
| State Street U.S. Bond Index Ret Acct State Street (SSgA) · Mutual fund Index | $40K | 0.4% |
Covers 60,908 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.