Filings through .
3 of 18 flags tripped on the 2024 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2024 filing, 1 of 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$82K in admin expenses, $142 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 29 lines in all, holding $9.6M of the plan's $9.5M. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $2.3M | 23.7% |
| BlackRock S&P 500 Index K BlackRock · Mutual fund Index | $764K | 8.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $673K | 7.0% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $548K | 5.7% |
| Vanguard Wellesley Income Adm Mutual Fund Victory Capital · Mutual fund | $547K | 5.7% |
| Tra“s America Stable Value Focus Account Stable Value Fund Manager not matched · Insurance contract | $501K | 5.2% |
| American Funds Growth Fund OF Amer RO Capital Group · Mutual fund | $465K | 4.8% |
| Vanguard Long-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $423K | 4.4% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $414K | 4.3% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $401K | 4.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
19 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 Recordkeeping | $58,874 |
THE BENEFIT PRACTICE3+ years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 Recordkeeping | $23,548 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER LIFE AGENCY Service code 22 · EIN 13-2886227 Insurance Broker | $22,009 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2024 filing.
2 contacts
3 filings · 2022 to 2024