Filings through .
Filed May 3, 2012 (most recent of 3 filings on file)
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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $308,608 |
FORDHAM & CO LLP2 years Filed as: FORDAM LLP Service code 10 · EIN 93-1298398 | Accounting | $42,053 |
Service code 28 · EIN 93-1052371 | Investment Management | $7,319 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
16 funds of $250K or more; 17 lines in all, holding $106M of the plan's $120M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $29.6M | 27.9% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $16.7M | 15.8% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.5M | 10.9% |
| NYL Guaranteed Interest Account New York Life · Insurance contract | $9.0M | 8.5% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.8M | 8.3% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $5.9M | 5.6% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $4.0M | 3.7% |
| MFS Research International Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $3.9M | 3.7% |
| Nuveen Real Estate Securities Fund Class I TIAA (Nuveen) · Mutual fund | $3.4M | 3.2% |
| Invesco Developing Markets Fund Class Y Invesco · Mutual fund | $2.9M | 2.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.