Transamerica 401(k) Retirement Savings Plan
Sponsored by Transamerica Corporation · EIN 421484983 · Plan #003
- Total assets
- $2.7B
- Net assets
- $2.7B
- Active participants
- 7,764
- With balances
- 13,910
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Capital, Llc | Securities brokerage, Securities brokerage commissions | $14,738 |
| Check Capital Management Inc | Securities brokerage, Securities brokerage commissions | $13,725 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $11,411 |
| Joseph P Lucia & Associates Llc | Securities brokerage, Securities brokerage commissions | $9,327 |
| Signature Estate & Investment | Securities brokerage, Securities brokerage commissions | $7,773 |
| Brinker Capital Investments Llc | Securities brokerage, Securities brokerage commissions | $6,891 |
| Value Wealth Management Llc | Securities brokerage, Securities brokerage commissions | $6,061 |