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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $75,776 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT INS Service code 27 · EIN 82-4926179 | Advisory (Plan) | $48,026 |
Service code 15 · EIN 77-0204740 | Recordkeeping | $10,366 |
GYL1 year Filed as: GYL LLP Service code 10 · EIN 33-0482495 | Accounting | $7,000 |
10 funds of $250K or more; 18 lines in all, holding $13.8M of the plan's $14.4M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: BlackRock LifePath Index, other, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 7 vintages | $9.0M | 65.2% |
| borrower, lessor, or Manager not matched · Other | $3.3M | 23.7% |
| State Street Russell Lg Cap Gr Index Ret Acct State Street (SSgA) · Separate account Index | $443K | 3.2% |
| Transamerica Stable Value Advantage Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $314K | 2.3% |
| State Steet Prtn Series With TA Agg GR Retacct Manager not matched · Separate account | $211K | 1.5% |
| Aegon US Core Plus Ret Account Transamerica (Aegon) · Separate account Recordkeeper's own fund | $139K | 1.0% |
| Invesco International Diversified Ret Acct Invesco · Separate account | $109K | 0.8% |
| State Steet Prtn Series With TA Mod GR Retacct Manager not matched · Separate account | $55K | 0.4% |
| Transamerica Sm/Md Cap Val Ret Acct Transamerica (Aegon) · Separate account Recordkeeper's own fund | $52K | 0.4% |
| BlackRock Equity Dividend Ret Acct BlackRock · Separate account | $48K | 0.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.