Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,112 |
8 funds of $250K or more; 19 lines in all, holding $6.7M of the plan's $6.8M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.4M | 66.2% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $340K | 5.1% |
| New Perspective Fund Capital Group · Mutual fund | $326K | 4.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $219K | 3.3% |
| MFS International Equity Fund MFS (Sun Life) · Mutual fund | $218K | 3.3% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $218K | 3.3% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $184K | 2.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $179K | 2.7% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $107K | 1.6% |
| Collateral, Value Cost Value American Centu Manager not matched · Other | $107K | 1.6% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeiShares S&P 500 Index Fund Class K Shares to iShares S&P 500 Index Fund | $258K to $340K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 70,940 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.