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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,103 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $7,067 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $6,024 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,440 |
12 funds of $250K or more; 26 lines in all, holding $13.1M of the plan's $13.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, other, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Insurance contract Target-date, 9 vintages | $10.5M | 79.9% |
| Transamerica Stable Fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $895K | 6.8% |
| ranging from May 2025 to September 2034. Manager not matched · Other | $411K | 3.1% |
| Transamerica LifeGoal Ret with BlackRock Ret Opt BlackRock · Insurance contract | $279K | 2.1% |
| TA Vanguard Total Stck Mrkt Index Ret Opt Vanguard · Insurance contract Index | $244K | 1.9% |
| Morgan Stanley Growth Ret Opt Morgan Stanley · Insurance contract | $232K | 1.8% |
| State Street S&P Mid Cap Index Ret Opt State Street (SSgA) · Insurance contract Index | $164K | 1.3% |
| State Street International Index Ret Opt State Street (SSgA) · Insurance contract Index | $100K | 0.8% |
| DFA Emerging Markets Portfolio Ret Opt Dimensional · Insurance contract | $77K | 0.6% |
| Janus Henderson Triton Ret Opt Janus Henderson · Insurance contract | $47K | 0.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.