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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $35,827 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 15 · EIN 45-4813650 | Recordkeeping | $7,080 |
7 funds of $250K or more; 18 lines in all, holding $8.5M of the plan's $8.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement Transamerica (Aegon) · Other Target-date, 6 vintagesRecordkeeper's own fund | $5.5M | 64.9% |
| Transamerica LifeGoal 2030 with BlackRck RetAct Transamerica (Aegon) · Other Recordkeeper's own fund | $872K | 10.3% |
| LifeGoal Retirement with BlackRock Ret Acct BlackRock · Mutual fund | $866K | 10.2% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $200K | 2.4% |
| Transamerica Partners Stock Index Ret Acct Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund | $178K | 2.1% |
| State Street International Index Ret Acct State Street (SSgA) · Mutual fund Index | $162K | 1.9% |
| State Street Russell Lg Cap Val Indx Ret Acct State Street (SSgA) · Mutual fund Index | $155K | 1.8% |
| State Street Russell Lg Cap Grow Index Ret Acct State Street (SSgA) · Mutual fund Index | $121K | 1.4% |
| Vanguard Small-Cap Value Index Ret. Acct Vanguard · Mutual fund Index | $61K | 0.7% |
| Goldman Sachs Mid-Cap Opportunities Ret Acct Goldman Sachs · Mutual fund | $59K | 0.7% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.