Choice Pooled Employer Plan Ii
Sponsored by Administrative Group, Llc Dba Transamerica Fiduciary Services · EIN 421484983 · Plan #009
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $96,567 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $70,074 |
| Accelerate Retirement | Investment advisory (plan) | $56,207 |
| John Hancock Life Insurance Company | Recordkeeping | $5,601 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $591 |
| Transamerica Trust Company | Trustee (institutional) | $142 |