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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $217,239 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $168,818 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $85,000 |
WINDES, INC.1+ years Filed as: WINDES INC Service code 10 · EIN 95-3001179 | Accounting | $17,000 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $500 |
22 funds of $250K or more; 20 lines in all, holding $81.7M of the plan's $84.1M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement BlackRock · Separate account Target-date, 7 vintages | $26.4M | 32.3% |
| Transamerica LifeGoal Ret with BlackRock Ret Acct BlackRock · Separate account | $15.9M | 19.5% |
| Transamerica Prtnrs Stck Indx Ret Acct Transamerica (Aegon) · Separate account IndexRecordkeeper's own fund | $7.6M | 9.3% |
| BlackRock LifePath Index BlackRock · Separate account Target-date, 2 vintages | $7.6M | 9.2% |
| December 31, 2025 Plan 001 Alger Capital Appreciation Ret Acct Manager not matched · Separate account | $6.7M | 8.2% |
| Transamerica Stable Value Strategy Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $4.7M | 5.7% |
| Columbia Dividend Income Ret Acct Ameriprise (Columbia Threadneedle) · Separate account | $2.5M | 3.1% |
| State Street U.S. Bond Index Ret Acct State Street (SSgA) · Separate account Index | $1.6M | 2.0% |
| PIMCO Inc Ret Acct PIMCO (Allianz) · Separate account | $1.5M | 1.9% |
| State Street Internatnl Index Ret Acct State Street (SSgA) · Separate account Index | $1.5M | 1.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.