Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC4 years Filed as: ADMIN. GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $22,259 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,922 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $14,674 |
COULTER & JUSTUS2 years Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $2,340 |
10 funds of $250K or more; 25 lines in all, holding $7.0M of the plan's $7.2M. From the 2025 filing. Recordkeeper: TAG Resources.
No lineup changes between the 2024 and 2025 filings.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.