Plans listing this provider
1,301
2.31% of the 56,420 plans with Schedule H financials; 1,270 in 2023
Providers › Transamerica Retirement Solutions
Transamerica Retirement Solutions
- Service provider, as named on Schedule C
- EIN 133689044
- Plan year 2024
- Direct compensation reported $108,037,910
Assets of those plans
$86,932,441,418
1.12% of all Schedule H plan assets
Plans where it is the recordkeeper
1,300
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$111.86
across 1,260 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 1,298 |
| 37 | Participant loan processing | 1,294 |
| 62 | Float revenue | 1,292 |
| 64 | Recordkeeping fees | 1,291 |
| 52 | Investment management fees paid indirectly by plan | 827 |
| 67 | Other insurance wrap fees | 827 |
| 50 | Direct payment from the plan | 471 |
| 12 | Claims processing | 469 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Savannah River Nuclear Solutions, LLC Defined Contribution Planrecordkeeper | Savannah River Nuclear Solutions | $2,829,914,985 | 12,898 | $674,582 |
| The Campbell's Company 401(k) Retirement Planrecordkeeper | Campbell's | $2,155,558,367 | 19,506 | $799,604 |
| Northwell Health 401(k) Planrecordkeeper | Developing Innovators Private Credit Fund | $1,850,622,321 | 43,550 | $1,571,229 |
| Prime Healthcare Services, Inc. 401(k) Planrecordkeeper | Prime Healthcare Services | $1,759,429,829 | 41,055 | $1,092,950 |
| Volvo Group North America Voluntary Investment Pretax Planrecordkeeper | Volvo Group North America | $1,455,271,106 | 7,550 | $407,377 |
| Wakemed Retirement Savings Planrecordkeeper | Wakemed | $1,442,148,441 | 15,626 | $0 |
| First Horizon Corporation Savings Planrecordkeeper | First Horizon | $1,118,003,700 | 9,671 | $791,550 |
| IBEW Local Union No. 126 Retirement Planrecordkeeper | Trustees of IBEW Local Union No. 126 Retirement Plan | $1,051,884,736 | 6,762 | $761,826 |
| Alliant Insurance Services, Inc. 401(k) Savings & Investment Planrecordkeeper | Alliant Insurance Services | $986,638,235 | 8,517 | $558,693 |
| Caliber Holdings LLC Retirement Savings Planrecordkeeper | Wand Newco 3 | $862,294,419 | 36,170 | $1,207,830 |
| PTC 401(k) Savings Planrecordkeeper | PTC | $855,963,083 | 3,789 | $17,242 |
| Sparrow Health System Associate Retirement Savings Planrecordkeeper | Sparrow Health System | $806,524,883 | 12,280 | $911,204 |
| Danone U.S. 401(k) Planrecordkeeper | Danone North America Public Benefit | $772,632,191 | 6,757 | $556,927 |
| Extensis Group Retirement Savings Planrecordkeeper | Extensis Group | $682,078,584 | 10,263 | $1,048,569 |
| Endurance 401(k) Planrecordkeeper | Endurance U.S. Holdings | $662,667,805 | 3,536 | $46,119 |
| Shook, Hardy & Bacon 401(k) Profit Sharing Planrecordkeeper | Shook Hardy & Bacon | $650,782,045 | 1,806 | $148,202 |
| Buildwiserecordkeeper | Plan Professionals | $650,180,984 | 11,503 | $1,004,213 |
| Prohealth Retirement Savings Planrecordkeeper | Prohealth Care | $635,179,583 | 5,693 | $435,624 |
| US LBM Holdings, LLC 401(k) Planrecordkeeper | US LBM | $620,379,162 | 17,132 | $978,182 |
| Ascension Healthcare 401(k) Retirement Savings Planrecordkeeper | Ascension Health | $599,935,108 | 7,250 | $288,271 |
| Coca-cola Southwest Beverages 401(k) Planrecordkeeper | Coca-cola Southwest Beverages | $589,032,657 | 10,073 | $348,677 |
| Northstar Anesthesia 401(k) Planrecordkeeper | Anesthesia Consulting & Management | $526,706,704 | 3,115 | $113,080 |
| Incyte Corporation 401(k) Planrecordkeeper | Incyte | $512,985,927 | 2,263 | $12,245 |
| Prevea Clinic, Inc. 401(k) and Retirement Planrecordkeeper | Prevea Clinic | $491,684,640 | 2,757 | $104,485 |
| The Penn Mutual Retirement & Savings Planrecordkeeper | Penn Mutual Life Insurance | $489,796,084 | 1,729 | $113,826 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.