Filings through .
2 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.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$44K in admin expenses, $62 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 19 lines in all, holding $6.0M of the plan's $6.0M. Recordkeeper: Independent Retirement Consulting.
Target-date series: Transamerica Target Retirement, other, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement Transamerica (Aegon) · Other Target-date, 10 vintages | $4.3M | 72.1% |
| Transamerica Target Retirement Transamerica (Aegon) · Separate account Target-date, 1 vintage | $1.2M | 20.4% |
| Transamerica Stable Value Ascend Account Transamerica (Aegon) · Insurance contract | $111K | 1.9% |
| JP Morgan Large Cap Gr Ret Opt N/R JPMorgan · Other | $78K | 1.3% |
| American Funds New World Ret Opt Capital Group · Mutual fund | $61K | 1.0% |
| MFS Global Real Estate Ret Opt MFS (Sun Life) · Mutual fund | $35K | 0.6% |
| Transamerica Target Retirement Transamerica (Aegon) · Mutual fund Target-date, 1 vintage | $34K | 0.6% |
| Transamerica Partners Stock Index Fund Transamerica (Aegon) · Mutual fund Index | $33K | 0.5% |
| Transamerica International Equity N/R Transamerica (Aegon) · Other | $27K | 0.5% |
| State Street Russell Lg Cap State Street (SSgA) · Mutual fund | $19K | 0.3% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
9 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 4 by compensation.
| Provider | Compensation |
|---|---|
EDWARD JONES2 years Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 Advisory (Plan) | $19,207 |
Filed as: INDEPENDENT RETIREMENT CONSULTING, Service code 15 · EIN 90-0451904 Recordkeeping | $12,936 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 Recordkeeping | $9,774 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 38-3194849 Advisory (Plan) | $1,104 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025