Plan Snapshot
- Plan Sponsor: Administrative Group, LLC Dba Transamerica Fiduciary Services
- Sponsor EIN: 421484983
- Sponsor Address: 6400 C STREET SW, CEDAR RAPIDS, IA, 52499
- Plan Type: 401(k)
- Plan Number: 009
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $2.6M | $1.9M |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $96,567 | — | $96,567 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $70,074 | — | $70,074 |
| ACCELERATE RETIREMENT | Investment Advisor | $56,207 | — | $56,207 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $5,601 | — | $5,601 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- ACCELERATE RETIREMENT — Investment Advisor
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $228,449
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 | $229,182 | $56,798 | $96,567 | — | — |