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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 13 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Contract Administrator | $110,260 |
TCG GROUP HOLDINGS, LLP1 year Filed as: TCG ADMINISTRATORS, LP Service code 15 · EIN 30-0944667 900 S. CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Recordkeeping | $93,915 |
HUB INTERNATIONAL1 year Filed as: HUB INVESTMENT ADVISORS INC Service code 27 · EIN 20-1113894 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Plan) | $59,638 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 6400 C STREET SW · CEDAR RAPIDS, IA 52499 | Recordkeeping | $56,568 |
LCM CAPITAL MANAGEMENT9 years Service code 26 · EIN 94-1737782 209 W JACKSON · CHICAGO, IL 60606 | Advisory (Participants) | $28,245 |
MEDHQ HOLD CO LLC1 year Service code 49 · EIN 87-4021074 4 WESTBROOK CORPORATE CENTER · WESTCHESTER, IL 60154 | Other Services | $25,530 |
Service code 15 | Recordkeeping | $3,741 |
26 funds hold $43.9M of the plan's $45.4M. From the 2024 filing. Recordkeeper: Slavic401k.
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $21.5M | 49.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 9.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 7.3% |
| Columbia Dividend Income Fund R5 Ameriprise (Columbia Threadneedle) · Mutual fund | $2.1M | 4.9% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 4.5% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $1.6M | 3.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 2.7% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $1.1M | 2.5% |
| Vanguard Long-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 2.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $970K | 2.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.