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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NPF RETIREMENT INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $24,713 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,997 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,500 |
5 funds of $250K or more; 19 lines in all, holding $3.8M of the plan's $4.3M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica flexPATH Index Moderate 2035 R1 Transamerica (Aegon) · Mutual fund IndexPossible retail class R1Recordkeeper's own fund | $928K | 24.1% |
| Transamerica flexPATH Index Moderate 2045 R1 Transamerica (Aegon) · Mutual fund IndexPossible retail class R1Recordkeeper's own fund | $824K | 21.4% |
| Transamerica flexPATH Index Moderate 2055 R1 Transamerica (Aegon) · Mutual fund IndexPossible retail class R1Recordkeeper's own fund | $540K | 14.0% |
| Transamerica flexPATH Index Moderate Retirement R1 Transamerica (Aegon) · Mutual fund IndexPossible retail class R1Recordkeeper's own fund | $454K | 11.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $353K | 9.2% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $220K | 5.7% |
| Transamerica Stable Value Class I1 Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $180K | 4.7% |
| Wilmington/Putnam Eq Inc Lg cp Val I1 Franklin Templeton · Mutual fund | $105K | 2.7% |
| Transamerica Mid Cap Growth Fund II Class I1 Transamerica (Aegon) · Mutual fund Recordkeeper's own fund | $71K | 1.8% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $65K | 1.7% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Century One Choice 2040 R6 to Transamerica flexPATH Index Moderate 2035 R1 | $2.2M to $2.7M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.