Filings through .
Filed August 16, 2024 (most recent of 16 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Float revenue; Claims processing; Dir... | $100,833 |
WRIGHT FORD YOUNG & CO5 years Service code 16 · EIN 95-3288054 | Consulting | $17,250 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 16 · EIN 20-0361079 | Consulting | $8,138 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
26 funds of $250K or more; 18 lines in all, holding $67.8M of the plan's $69.4M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $30.1M | 44.4% |
| T. Rowe Price Stable Value Common Trust Fund A T. Rowe Price · Stable value Stable value | $7.2M | 10.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.9M | 8.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.8M | 8.5% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $3.8M | 5.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 3.6% |
| Small Cap Fund Inst Conestoga Capital · Mutual fund | $1.7M | 2.5% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.6M | 2.3% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 2.3% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $1.5M | 2.2% |
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.
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.