Filings through .
Filed April 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE FINANCIAL GROUP3 years Service code 27 · EIN 92-1205880 | Advisory (Plan) | $57,056 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $48,100 |
ENTHUSIAST ENTERPRISES1 year Service code 35 · EIN 46-2378541 | Employee (plan sponsor) | $22,846 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 | Recordkeeping | $15,971 |
RPA FINANCIAL LLC5 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $9,942 |
10 funds of $250K or more; 23 lines in all, holding $14.8M of the plan's $14.9M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, other, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement Transamerica (Aegon) · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $10.5M | 71.1% |
| American Funds GR FD OF America Ret Opt Capital Group · Insurance contract | $1.4M | 9.6% |
| TA Vanguard Total Stck Mrkt Index Ret Acct Vanguard · Insurance contract Index | $875K | 5.9% |
| BlackRock Mid-Cap Growth Equity Ret Opt BlackRock · Insurance contract | $265K | 1.8% |
| Columbia Contrarian Core Ret Opt Ameriprise (Columbia Threadneedle) · Insurance contract | $239K | 1.6% |
| BlackRock High Yield Bond Portfolio Ret Opt BlackRock · Insurance contract | $194K | 1.3% |
| American Funds New Perspective Ret Opt Capital Group · Insurance contract | $190K | 1.3% |
| Invesco Comstock Ret Opt Invesco · Insurance contract | $149K | 1.0% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $122K | 0.8% |
| American Funds New World Ret Opt Capital Group · Insurance contract | $121K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.