Filings through .
Filed February 3, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $76,373 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
38 funds of $250K or more; 31 lines in all, holding $78.1M of the plan's $91.3M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $32.0M | 41.0% |
| Tiaa Traditional Nonbenefit-Responsive TIAA (Nuveen) · Insurance contract | $7.3M | 9.4% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract | $6.1M | 7.9% |
| Transamerica Guaranteed Inv Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $3.9M | 5.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 3.6% |
| Responsible Balanced Account (Instl) TIAA (Nuveen) · Mutual fund | $2.5M | 3.2% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $2.5M | 3.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.3M | 2.9% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $1.8M | 2.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 2.2% |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.