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)
- Total Participants: 2,783
- Total Assets: $53.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,783 | $53.1M | $1.5M | $3.0M |
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 | $83,740 | — | $83,740 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $52,398 | — | $52,398 |
| THE O.N. EQUITY SALES COMPANY | Investment Advisor | $16,677 | — | $16,677 |
| TRANSAMERICA FINANCIAL LIFE INS. CO | Recordkeeper | $15,849 | — | $15,849 |
| MORGAN STANLEY | Investment Advisor | $11,972 | — | $11,972 |
| CORECAP ADVSIORS | Investment Advisor | $6,661 | — | $6,661 |
| SWBC INVESTMENT SERVICES, LLC | Investment Advisor | $5,751 | — | $5,751 |
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
- TRANSAMERICA FINANCIAL LIFE INS. CO — Recordkeeper
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,048
- Estimated Expense Ratio: 0.364% 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 | $201,874 | $46,592 | $83,740 | — | — |