Plan Snapshot
- Plan Sponsor: Transamerica Corporation
- Sponsor EIN: 421484983
- Sponsor Address: EMPLOYEE SERVICES, CEDAR RAPIDS, IA, 52499
- Plan Type: 401(k)
- Total Participants: 7,764
- Total Assets: $2.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 7,764 | $2.7B | $32.8M | $77.8M |
| 2023 | 7,759 | $2.4B | $30.1M | $71.8M |
| 2022 | 6,999 | $2.1B | $30.5M | $71.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $10,840 | — | — | — | — |
| 2023 | $15,840 | — | — | — | — |
| 2022 | $12,320 | — | — | — | — |