Excelwise Pooled Employer Plan
Sponsored by Administrative Group, Llc Dba Transamerica Fiduciary Services · EIN 421484983 · Plan #004
- Total assets
- $55.9M
- Net assets
- $55.9M
- Active participants
- 2,588
- With balances
- 1,312
Plan year beginning 12/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $3,303 |