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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $43,538 |
10 funds of $250K or more; 28 lines in all, holding $4.9M of the plan's $5.7M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Transamerica Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement BlackRock · Mutual fund Target-date, 8 vintages | $3.2M | 65.2% |
| Stable Value Fund: Transamerica Stable Value Advantage Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $405K | 8.2% |
| American Funds Growth Fund of America Retirement Account Capital Group · Mutual fund | $342K | 6.9% |
| Transamerica Large Cap Retirement Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $158K | 3.2% |
| Transamerica Small Cap Retirement Fund Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $109K | 2.2% |
| State Street Emerging Markets Index Ret Acct State Street (SSgA) · Mutual fund Index | $105K | 2.1% |
| Columbia Balanced Ret Acct Ameriprise (Columbia Threadneedle) · Mutual fund | $83K | 1.7% |
| Calvert Equity Retirement Fund Morgan Stanley · Mutual fund | $59K | 1.2% |
| Loomis Sayles Investment Grade Bond Fund Natixis IM · Mutual fund | $56K | 1.1% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $52K | 1.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.