Employers › Transamerica › plan 010
Recordkeeping fees per participant · Choice Pooled Employer Plan III · plan year 2024
$27.95
Higher than 23% of the 5,847 plans $50 to 250M that report it.
= $68,247 / 2,442
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015160346NAL0010190962001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015160346NAL0010190962001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $50 to 250M 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.
Administrative expenses excluding investment management, per participant
$63.59
Higher than 31% of the 8,758 plans $50 to 250M that report it.
= $155,282 / 2,442
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015160346NAL0010190962001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015160346NAL0010190962001, received 2025-10-15
Administrative expenses per participant
$82.67
Higher than 28% of the 9,042 plans $50 to 250M that report it.
= $201,874 / 2,442
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015160346NAL0010190962001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015160346NAL0010190962001, received 2025-10-15
Administrative expenses as a share of assets
0.380%
Higher than 94% of the 9,049 plans $50 to 250M that report it.
= $201,874 / $53,071,689
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015160346NAL0010190962001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015160346NAL0010190962001, received 2025-10-15
Employer contributions per participant
$634
Higher than 5% of the 9,105 plans $50 to 250M that report it.
= $1,547,667 / 2,442
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015160346NAL0010190962001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015160346NAL0010190962001, received 2025-10-15
Employer share of total contributions
28.9%
Higher than 47% of the 9,112 plans $50 to 250M that report it.
= $1,547,667 / $5,363,211
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015160346NAL0010190962001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015160346NAL0010190962001, received 2025-10-15
2A age/service-weighted · 2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015160346NAL0010190962001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Plan name | CHOICE POOLED EMPLOYER PLAN III | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Sponsor EIN / plan number | 42-1484983 / 010 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Sponsor location | CEDAR RAPIDS, IA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Industry (business code) | 525100, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Participants, beginning of year | 2,348 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Active participants | 2,783 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Participants, end of year | 3,224 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Participants with an account balance | 2,442 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Total assets, beginning of year | $10,834,293 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Total assets, end of year | $53,071,689 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Net assets, end of year | $52,995,666 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Total income | $7,015,174 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Net income | $2,317,681 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Employer contributions | $1,547,667 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Participant contributions | $2,964,591 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $850,953 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Total contributions | $5,363,211 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Benefit payments | $4,495,619 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $4,697,493 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Total administrative expenses | $201,874 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Contract administrator fees | $83,740 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Recordkeeping fees | $68,247 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Investment advisory and management fees | $46,592 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Administrative expenses excluding investment management | $155,282 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Held in common/collective trusts | $1,912,097 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Held in mutual funds | $10,600,834 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015160346NAL0010190962001, received 2025-10-15 |
| Independent auditor | TEMPLETON & COMPANY | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015160346NAL0010190962001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015160346NAL0010190962001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCESrecordkeeper | RECORD KEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 64 Recordkeeping fees | $83,740 | yes |
| TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeper | RECORD KEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees | $52,398 | yes |
| THE O.N. EQUITY SALES COMPANY | INVESTMENT ADVISORY-PLAN | 27 Investment advisory (plan) | $16,677 | no |
| TRANSAMERICA FINANCIAL LIFE INS. COrecordkeeper | RECORD KEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees | $15,849 | yes |
| MORGAN STANLEY | INVESTMENT ADVISORY-PLAN | 27 Investment advisory (plan) | $11,972 | no |
| CORECAP ADVSIORS | INVESTMENT ADVISORY-PLAN | 27 Investment advisory (plan) | $6,661 | no |
| SWBC INVESTMENT SERVICES, LLC | INVESTMENT ADVISORY-PLAN | 27 Investment advisory (plan) | $5,751 | no |
| LPL FINANCIAL CORPORATION | INVESTMENT ADVISORY-PLAN | 27 Investment advisory (plan) | $2,185 | no |
| MUTUAL SECURITIES, INC. OF CALIF. | OTHER SERVICES | 49 Other services | $2,021 | no |
| GALLAGHER FIDUCIARY ADVISORS LLC | INVESTMENT ADVISORY-PLAN | 27 Investment advisory (plan) | $1,886 | no |
| RPA FINANCIAL LLC | INVESTMENT ADVISORY-PLAN | 27 Investment advisory (plan) | $829 | no |
| TRANSAMERICA TRUST COMPANY | TRUSTEE | 21 Trustee (bank, trust company or similar) | $713 | no |
| REVALUE LLC | INVESTMENT ADVISORY-PLAN | 27 Investment advisory (plan) | $623 | no |
| WELLS FARGO ADVISORS LLC | OTHER SERVICES | 49 Other services | $541 | no |
| SMALL BUSINESS ASSOC. OF MICHIGAN P | PLAN SPONSOR | 35 Employee (plan sponsor) | $20 | no |
| MESIROW FINANCIAL & INVESTMENT MGMT | INVESTMENT ADVISORY-PLAN | 27 Investment advisory (plan) | $8 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015160346NAL0010190962001, received 2025-10-15.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.