Filings through .
Filed April 20, 2012
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 | Claims processing; Investment managem... | $72,489 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY MANAGEMENT LLC Service code 16 · EIN 39-0859910 | Consulting | $31,250 |
JWT & ASSOCIATES, LLP5 years Filed as: JWT & ASSOCIATES. LLP Service code 10 · EIN 47-2718509 | Accounting | $9,250 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
22 funds of $250K or more; 18 lines in all, holding $71.1M of the plan's $73.2M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $42.2M | 59.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.2M | 13.0% |
| Transamerica Life Insurance Co. Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $5.1M | 7.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 2.9% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $2.0M | 2.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $1.9M | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 2.6% |
| Pioneer Fundamental Growth Fund: Class Y Victory Capital · Mutual fund | $1.8M | 2.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.5M | 2.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $995K | 1.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPioneer Fundamental Growth Fund: Class Y | $1.8M |
| DroppedVanguard Target Retirement N/R | $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.