Filings through .
Filed June 22, 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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $73,669 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $33,246 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $22,821 |
12 funds of $250K or more; 14 lines in all, holding $12.6M of the plan's $14.9M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: MFS Lifetime, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Prudential Total Retm Bd Ret Opt Fund Prudential (PGIM) · Mutual fund | $2.2M | 17.5% |
| TA Vanguard Total Stck Mrkt Index Ret Opt Vanguard · Mutual fund Index | $1.9M | 14.7% |
| Franklin Growth Ret Opt Fund Franklin Templeton · Mutual fund | $1.6M | 12.5% |
| MFS Value Ret Opt Fund MFS (Sun Life) · Mutual fund | $1.5M | 11.9% |
| Columbia Contrarian Core Ret Opt Ameriprise (Columbia Threadneedle) · Mutual fund | $826K | 6.5% |
| MFS Mid Cap Value Ret Opt MFS (Sun Life) · Mutual fund | $707K | 5.6% |
| TA Vanguard REIT Index Ret Opt Vanguard · Mutual fund Index | $705K | 5.6% |
| U.S. Sm Comp Ret Opt Fund JPMorgan · Mutual fund | $652K | 5.2% |
| Franklin Sm-Md Cap Gr Ret Opt Fund Franklin Templeton · Mutual fund | $616K | 4.9% |
| American Funds New World Ret Opt Capital Group · Mutual fund | $568K | 4.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.