Plan Snapshot
- Plan Sponsor: Administrative Group, LLC Dba Transamerica Fiduciary Services
- Sponsor EIN: 421484983
- Sponsor Address: 209 10TH AVENUE SOUTH, NASHVILLE, TN, 37203
- Plan Type: 401(k)
- Total Participants: 4,941
- Total Assets: $47.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,941 | $47.2M | $10.8M | $22.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $716,337 | — | $716,337 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $680,877 | — | $680,877 |
| TRNASAMERICA LIFE INSURANCE CO | Recordkeeper | $71,903 | — | $71,903 |
| RPA FINANCIAL LLC | Other Service Provider | $36,959 | — | $36,959 |
| EQUITY RISK SOLUTIONS LLC | Other Service Provider | $13,977 | — | $13,977 |
| BENEFIT PLANS ADMIN SERVICE | Recordkeeper | $11,980 | — | $11,980 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
- TRNASAMERICA LIFE INSURANCE CO — Recordkeeper
- BENEFIT PLANS ADMIN SERVICE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,532,033
- Estimated Expense Ratio: 3.248% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,521,513 | — | — | — | — |