Choice Pooled Employer Plan Iii
Sponsored by Administrative Group, Llc Dba Transamerica Fiduciary Services · EIN 421484983 · Plan #010
- Total assets
- $53.1M
- Net assets
- $53.0M
- Active participants
- 2,783
- With balances
- 2,442
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
| Revalue Llc CRD 165499 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Corecap Advisors, Llc CRD 158819 | fuzzy_auto · 99% | 2024 |
| Lpl Financial Llc CRD 6413 | 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 | $83,740 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $52,398 |
| The O.N. Equity Sales Company | Investment advisory (plan) | $16,677 |
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $15,849 |
| Morgan Stanley | Investment advisory (plan) | $11,972 |
| Corecap Advsiors | Investment advisory (plan) | $6,661 |
| Swbc Investment Services, Llc | Investment advisory (plan) | $5,751 |
| Lpl Financial Corporation | Investment advisory (plan) | $2,185 |
| Mutual Securities, Inc. Of Calif. | Other services | $2,021 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $1,886 |
| Rpa Financial Llc | Investment advisory (plan) | $829 |
| Transamerica Trust Company | Trustee (institutional) | $713 |
| Revalue Llc | Investment advisory (plan) | $623 |
| Wells Fargo Advisors Llc | Other services | $541 |
| Small Business Assoc. Of Michigan P | Employee (plan sponsor) | $20 |
| Mesirow Financial & Investment Mgmt | Investment advisory (plan) | $8 |