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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $96,774 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $7,750 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $500 |
16 funds of $250K or more; 18 lines in all, holding $15.4M of the plan's $15.5M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Nuveen Lifecycle Index, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $6.4M | 41.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 21.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.3M | 8.4% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.1M | 7.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $625K | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $456K | 3.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $418K | 2.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Insurance contract | $309K | 2.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $294K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $239K | 1.6% |
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, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.