Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $154,806 |
GLOBAL RETIREMENT PARTNERS LLC11+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $50,828 |
27 funds of $250K or more; 19 lines in all, holding $80.0M of the plan's $81.3M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Fidelity Freedom Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $45.2M | 56.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $6.4M | 8.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $6.2M | 7.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $3.8M | 4.8% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 3.8% |
| Pgim Total Return Bd Class U Prudential (PGIM) · Other | $2.8M | 3.6% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 2.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 2.1% |
| Fidelity Mid Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 1.9% |
Added 2 funds, dropped 7 funds, likely replaced 6 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard Growth Index Fund Admiral Shares to Fidelity Large Cap Growth Index Fund | $6.1M to $6.4M |
| ReplacedHighVanguard Total International Stock Index Fund Admiral Shares to Fidelity Total International Index Fund | $3.4M to $3.8M |
| AddedFidelity Large Cap Value Index Fund | $3.1M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.