Savings Plan For Transcontinental Us, Llc And Certain Of Its Affiliates
Sponsored by Transcontinental Us, Llc · EIN 760678895 · Plan #003
- Total assets
- $186M
- Net assets
- $186M
- Active participants
- 2,003
- With balances
- 2,971
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 |
|---|---|---|
| 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 | $252,573 |
| Aon Hewitt Investment Consulting | Consulting (general), Insurance brokerage commissions | $153,772 |
| Forvis, Llp | Accounting, Direct payment from the plan | $20,055 |
| Stoel Rives Llp | Legal, Direct payment from the plan | $9,200 |