Employers › Transamerica
Recordkeeping fees per participant · largest plan, Transamerica 401(k) Retirement Savings Plan · plan year 2024
$0.78
Higher than 1% of the 790 plans over $1B that report it.
= $10,840 / 13,910
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015124501NAL0009292178002, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015124501NAL0009292178002, received 2025-10-15
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Recordkeeping fees per participantheadline
$0.78
Higher than 1% of the 790 plans over $1B that report it.
= $10,840 / 13,910
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015124501NAL0009292178002, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015124501NAL0009292178002, received 2025-10-15
Administrative expenses excluding investment management, per participant
$0.78
Higher than 1% of the 1,045 plans over $1B that report it.
= $10,840 / 13,910
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015124501NAL0009292178002, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015124501NAL0009292178002, received 2025-10-15
Administrative expenses per participant
$0.78
Higher than 0% of the 1,076 plans over $1B that report it.
= $10,840 / 13,910
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015124501NAL0009292178002, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015124501NAL0009292178002, received 2025-10-15
Administrative expenses as a share of assets
0.000%
Higher than 0% of the 1,076 plans over $1B that report it.
= $10,840 / $2,720,479,704
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015124501NAL0009292178002, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015124501NAL0009292178002, received 2025-10-15
Employer contributions per participant
$2,355
Higher than 24% of the 1,135 plans over $1B that report it.
= $32,752,404 / 13,910
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015124501NAL0009292178002, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015124501NAL0009292178002, received 2025-10-15
Employer share of total contributions
25.0%
Higher than 22% of the 1,135 plans over $1B that report it.
= $32,752,404 / $130,904,498
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015124501NAL0009292178002, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015124501NAL0009292178002, received 2025-10-15
Plan terms are described in Transamerica Corporation's SEC filings: Form 11-K filed 1999-03-29 and Form 10-K filed 1999-03-26. No term could be quoted from them with the required precision.
| Plan | Assets | Participants with a balance | Headline | Year |
|---|---|---|---|---|
| Transamerica 401(k) Retirement Savings Plan | $2,720,479,704 | 13,910 | $0.78 recordkeeping fees per participant | 2024 |
| Excelwise Pooled Employer Plan | $55,880,809 | 1,312 | $1.76 recordkeeping fees per participant | 2024 |
| Choice Pooled Employer Plan III | $53,071,689 | 2,442 | $27.95 recordkeeping fees per participant | 2024 |
| Choice Pooled Employer Plan I | $47,173,881 | 3,641 | $417.88 recordkeeping fees per participant | 2024 |
| Choice Pooled Employer Plan IIfinal filing | $0 | 0 | 2024 |
Sponsor name as filed: TRANSAMERICA CORPORATION; SEC registrant: TRANSAMERICA CORP (CIK 99189, matched by EIN).