Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,927 |
ECONOMIC GROUP PENSION SERVICES1+ years Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 15 · EIN 86-2963468 | Recordkeeping | $3,556 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $298 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75 |
2 funds of $250K or more; 20 lines in all, holding $2.3M of the plan's $2.4M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Nuveen Lifecycle Index, mutual fund, 99% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $1.6M | 72.0% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Collective trust Target-date, 1 vintage | $612K | 26.9% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $7K | 0.3% |
| PIMCO Stable Income Fund II Founders Class PIMCO (Allianz) · Stable value Stable value | $3K | 0.2% |
| 1PSIFII Manager not matched · Other | $3K | 0.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2K | <0.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2K | <0.1% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $2K | <0.1% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $1K | <0.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1K | <0.1% |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Counterparty | Category | Amount, terms |
|---|---|---|
Participant 1 Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Participant 2 Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Participant 3 Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Participant 4 Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Participant 5 Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Participant 6 Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Participant 7 Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Participant 8 Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Participant 9 Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.