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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $21,462 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $14,563 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $10,563 |
11 funds of $250K or more; 29 lines in all, holding $11.0M of the plan's $11.2M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica RetireOnTrack 2030 Fund Transamerica (Aegon) · Collective trust Recordkeeper's own fund | $1.9M | 16.8% |
| Transamerica RetireOnTrack 2040 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $1.8M | 15.9% |
| Transamerica RetireOnTrack 2055 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $1.2M | 10.7% |
| Transamerica RetireOnTrack 2050 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $1.2M | 10.5% |
| Transamerica RetireOnTrack 2020 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $881K | 8.0% |
| Transamerica RetireOnTrack 2045 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $623K | 5.6% |
| Transamerica RetireOnTrack 2060 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $602K | 5.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $531K | 4.8% |
| MetLife Stable Value Fund MetLife · Insurance contract | $332K | 3.0% |
| Transamerica RetireOnTrack 2010 Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $330K | 3.0% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.