Filings through .
Filed May 5, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $89,606 |
DYNAMIC WEALTH ADVISORS4 years Service code 33 · EIN 26-3945512 | Securities brokerage; Securities brok... | $12,885 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $223 |
19 funds of $250K or more; 11 lines in all, holding $159M of the plan's $174M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: SSgA Target Retirement, collective trust, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $65.2M | 40.9% |
| State Street S&P 500 Indx Lending Series X State Street (SSgA) · Collective trust Index | $44.6M | 28.0% |
| Aon Small & Mid Cap Equity I N/R Aon · Other | $14.1M | 8.9% |
| Aon Non-US Equity I N/R Aon · Other | $9.8M | 6.1% |
| State Street U.S. Extended Market Index Lending Series X N/R State Street (SSgA) · Collective trust Index | $5.1M | 3.2% |
| State Street Global All Cap Equity Ex U.S. Index Lending Series X N/R State Street (SSgA) · Collective trust Index | $4.6M | 2.9% |
| Invesco Stable Value Trust Fund (Class B1) Invesco · Insurance contract | $4.5M | 2.8% |
| State Street US Bond Index Lending Series X State Street (SSgA) · Collective trust Index | $3.5M | 2.2% |
| Aon Inflation Strategy I N/R Aon · Other | $3.3M | 2.1% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $3.0M | 1.9% |
Added 2 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| DroppedAon Hewitt Small & Mid Cap Equity I | $13.6M |
| DroppedAon Hewitt Non-US Equity I | $8.2M |
| AddedState Street U.S. Extended Market Index Lending Series X N/R | $5.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.