Filings through .
4 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 2025 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.
$19K in admin expenses, $40 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 16 lines in all, holding $1.0M of the plan's $1.1M. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, other, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 8 vintages | $738K | 72.7% |
| Transamerica Prtnrs Stck Index Ret Act Transamerica (Aegon) · Separate account IndexRecordkeeper's own fund | $53K | 5.2% |
| Stable value fund Transamerica (Aegon) · Stable value Stable valueRecordkeeper's own fund | $45K | 4.4% |
| Transamerica Intmtl Eqt Ret Acct Transamerica (Aegon) · Separate account Recordkeeper's own fund | $41K | 4.1% |
| JP Morgan LrgCap Grwth Ret Acct JPMorgan · Separate account | $35K | 3.5% |
| State Street S&P MdCap Index Ret Acct State Street (SSgA) · Separate account Index | $21K | 2.1% |
| Transamerica Core Bond Ret Acct Transamerica (Aegon) · Separate account Recordkeeper's own fund | $17K | 1.7% |
| American Funds Blncd Ret Acct Capital Group · Separate account | $15K | 1.5% |
| State Street Emerging Markets Index Ret Acct State Street (SSgA) · Separate account Index | $14K | 1.4% |
| American Century Inflation Adj Bd Ret Acct American Century · Separate account | $8K | 0.8% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 Recordkeeping | $15,250 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 15 · EIN 22-2446239 Recordkeeping | $3,625 |
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 2025 filing.
2 contacts
3 filings · 2023 to 2025