Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$115K in admin expenses, $262 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $48.8M of the plan's $50.0M. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $37.2M | 76.3% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.5M | 5.0% |
| Calvert US Large-Cap Core Responsible Index Fund Class R6 Morgan Stanley · Mutual fund Index | $2.3M | 4.7% |
| Transamerica Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.5M | 3.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1.2M | 2.5% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $925K | 1.9% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $885K | 1.8% |
| Franklin Mutual International Value Fund Class R6 Franklin Templeton · Mutual fund | $371K | 0.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $348K | 0.7% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · ETF Index | $330K | 0.7% |
| 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.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFranklin Mutual International Value Fund Class R6 | $371K |
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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 440 MAMARONECK, AVE. · HARRISON, NY 10528 Recordkeeping | $60,619 |
BANK OF AMERICA3 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 Advisory (Plan) | $45,364 |
BENEFIT RESOURCES, INC.11+ years Service code 15 · EIN 68-0198481 1545 RIVER PARK DRIVE · SACRAMENTO, CA 95815 Recordkeeping | $8,946 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed April 14, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025