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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC4 years Filed as: ADMIN. GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $52,997 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $23,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,978 |
BROCK AND COMPANY1 year Filed as: BROCK AND COMPANY CPA'S PC Service code 10 · EIN 84-0930288 | Accounting | $3,674 |
2 funds of $250K or more; 25 lines in all, holding $2.0M of the plan's $2.0M. From the 2024 filing. Recordkeeper: TAG Resources.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.