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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES LLC Service code 16 · EIN 22-3570392 | Consulting | $47,478 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,912 |
21 funds of $250K or more; 20 lines in all, holding $42.2M of the plan's $44.1M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement Transamerica (Aegon) · Mutual fund Target-date, 6 vintagesRecordkeeper's own fund | $15.9M | 37.6% |
| Transamerica LifeGoal Index Retirement Fund Transamerica (Aegon) · Separate account IndexRecordkeeper's own fund | $7.2M | 17.2% |
| Growth Fund OF America Capital Group · Mutual fund | $4.2M | 9.8% |
| Transamerica Stock Index Retirement Option Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 6.0% |
| Transamerica Stable Value Advantage Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $2.0M | 4.7% |
| EuroPacific Growth Retirement Option Capital Group · Other | $1.6M | 3.9% |
| Transamerica LifeGoal 2030 with BlackRck RetOpt Transamerica (Aegon) · Other Recordkeeper's own fund | $1.6M | 3.8% |
| Fundamental Investors Retirement Option Capital Group · Other | $1.5M | 3.5% |
| Transamerica S&P Mid Cap Index Retirement Account Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 3.5% |
| Transamerica Precious Metals Retirement Option Transamerica (Aegon) · Other Recordkeeper's own fund | $1.2M | 2.8% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighTransamerica Small-Cap Index Retirement Option to Vanguard Small-Cap Index Ret Opt | $325K to $363K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.