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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $18,033 |
INDEP FINANCIAL SERVICES3 years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,859 |
TAG RESOURCES, LLC3 years Filed as: ADMIN GROUP DBA TAG RESOURCES Service code 27 · EIN 62-1874769 | Advisory (Plan) | $10,540 |
Filed as: AXA EQUITABLE LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $835 |
6 funds of $250K or more; 47 lines in all, holding $5.5M of the plan's $5.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Nuveen Lifecycle Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $4.5M | 83.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $242K | 4.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $77K | 1.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $74K | 1.3% |
| Fixed annuity contract: AXA Equitable Life Insurance Guaranteed Interest Option Account Equitable · Insurance contract | $60K | 1.1% |
| Large Cap Growth Managed Volatility Manager not matched · Other | $57K | 1.0% |
| Common Stock Index Portfolio Equitable · Mutual fund Index | $46K | 0.8% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $33K | 0.6% |
| iShares U.S. Aggregate Bond Index Fund Class K BlackRock · Collective trust Index | $30K | 0.6% |
| Large Cap Value Managed Volatility Manager not matched · Other | $28K | 0.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.