Filings through .
No flags tripped on the 2025 filing.
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.
$160K in admin expenses, $154 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $27.8M of the plan's $28.3M. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, collective trust, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 6 vintages | $7.8M | 27.9% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $2.7M | 9.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 8.9% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $2.4M | 8.6% |
| BlackRock LifePath Index Retire K BlackRock · Collective trust Index | $2.3M | 8.4% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $2.0M | 7.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 6.5% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.7M | 6.2% |
| American Century Inflatio Adjusted Bond R6 American Century · Mutual fund | $942K | 3.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $877K | 3.2% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustBlackrock Lifepath Index 2035 Fund Class K Shares to BlackRock LifePath Index 2045 Trust | $7.2M to $7.8M |
| AddedJPMorgan Core Bond Fund Class R6 | $2.7M |
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. They do not show money moved.
8 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 |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 13-3689044 Recordkeeping | $105,900 |
BANK OF AMERICA4 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 Advisory (Plan) | $47,355 |
ACTUARIAL BENEFITS CORP9 years Service code 15 · EIN 20-1054428 Recordkeeping | $7,456 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed February 11, 2011.
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