Plan Snapshot
- Plan Sponsor: Transcontinental Us, LLC
- Sponsor EIN: 760678895
- Sponsor Address: 8700 WEST BRYN MAWR AVENUE, CHICAGO, IL, 60631
- Plan Type: 401(k)
- Total Participants: 2,003
- Total Assets: $185.6M
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 | 2,003 | $185.6M | $4.5M | $11.9M |
| 2023 | 2,219 | $179.7M | $4.3M | $11.8M |
| 2022 | 2,178 | $156.0M | $4.2M | $11.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $252,573 | — | $252,573 |
| AON HEWITT INVESTMENT CONSULTING | ADVISOR | $153,772 | — | $153,772 |
| FORVIS, LLP | AUDITOR | $20,055 | — | $20,055 |
| STOEL RIVES LLP | LEGAL | $9,200 | — | $9,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- FORVIS, LLP — AUDITOR
- STOEL RIVES LLP — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $435,600
- Estimated Expense Ratio: 0.235% 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 | $435,600 | $153,772 | — | $20,055 | — |
| 2023 | $394,081 | $137,067 | — | $19,425 | — |
| 2022 | $379,639 | $139,710 | — | — | $17,372 |