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| Provider | Service type | Compensation |
|---|---|---|
FUTURE CAPITAL1+ years Service code 26 1110 MARKET STREET, SUITE 402 · CHATTANOOGA, TN 37402 | Advisory (Participants) | $32,453 |
NPPG RECORD KEEPING SOLUTIONS1+ years Service code 15 494 SYCAMORE AVENUE SUITE 100 · SHREWSBURY, NJ 07702 | Recordkeeping | $25,105 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 · EIN 39-0989781 | Investment Mgmt Fees | $8,937 |
1 fund of $250K or more; 5 lines in all, holding $30.7M of the plan's $33.2M. From the 2025 filing. Recordkeeper: Nppg Record Keeping Solutions.
| Fund | Dollars | % of funds% |
|---|---|---|
| Investments: Investments, at fair value Manager not matched · Other | $30.4M | 99.1% |
| Employer Manager not matched · Other | $140K | 0.5% |
| Investment At Contract Value Manager not matched · Insurance contract | $65K | 0.2% |
| Participant contributions Manager not matched · Other | $62K | 0.2% |
| Other receivables Manager not matched · Other | $7K | <0.1% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.