Choice Pooled Employer Plan I
Sponsored by Administrative Group, Llc Dba Transamerica Fiduciary Services · EIN 421484983 · Plan #008
- Total assets
- $47.2M
- Net assets
- $47.0M
- Active participants
- 4,941
- With balances
- 3,641
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $716,337 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $680,877 |
| Trnasamerica Life Insurance Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $71,903 |
| Rpa Financial Llc | Investment advisory (plan) | $36,959 |
| Equity Risk Solutions Llc | Consulting (pension) | $13,977 |
| Benefit Plans Admin Service | Recordkeeping, Custodial (securities), Participant loan processing | $11,980 |
| Osaic Wealth Inc. | Investment advisory (plan) | $4,282 |
| Home Builders And Remodelers | Consulting (pension) | $871 |
| Lpl Financial | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $445 |