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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $68,184 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $42,326 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 15 · EIN 91-1072394 | Recordkeeping | $8,121 |
16 funds of $250K or more; 17 lines in all, holding $18.1M of the plan's $18.6M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, other, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan U.S. Equity Fund JPMorgan · Insurance contract | $2.9M | 15.9% |
| Transamerica Financial Life Insurance Company BlackRock · Insurance contract | $2.4M | 13.2% |
| Putnam Equity Income Franklin Templeton · Insurance contract | $1.9M | 10.2% |
| Western Asset Core Plus Bond Franklin Templeton · Insurance contract | $1.8M | 9.8% |
| Capital Group Europacific Growth SA Capital Group · Insurance contract | $1.5M | 8.3% |
| Hartford International Opportunities Hartford Funds · Insurance contract | $1.2M | 6.7% |
| Alger Small Cap Focus Fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.2M | 6.6% |
| BlackRock LifePath Index BlackRock · Insurance contract Target-date, 6 vintages | $1.1M | 6.2% |
| American Century Inflation Adjusted Bond American Century · Insurance contract | $776K | 4.3% |
| Lord Abbett High Yield Lord Abbett · Insurance contract | $616K | 3.4% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAlger Small Cap Focus Fund | $1.2M |
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.
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.