Choice Pooled Employer Plan II
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Administrative Group, LLC Dba Transamerica Fiduciary Services · Iowa · Finance & Insurance
What the 2023 filing shows
Choice Pooled Employer Plan II holds N/A for N/A participants.
- N/A
- total plan assets (2023 EOY)
- N/A
- covered participants
What the Filing Says About Choice Pooled Employer Plan II
Choice Pooled Employer Plan II is a 401(k) retirement plan sponsored by Administrative Group, LLC Dba Transamerica Fiduciary Services, headquartered in Iowa. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers N/A participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 421484983, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | 401(k) |
| Employer EIN | 421484983 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Administrative Group, LLC Dba Transamerica Fiduciary Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,051 | $4.3B |
| 2023 | 3 | 13,518 | $4.7B |
| 2024 | 6 | 27,681 | $5.1B |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Related Data
Guides
Frequently Asked Questions
How much money is in the Choice Pooled Employer Plan II? ▼
What type of plan is Choice Pooled Employer Plan II? ▼
Who sponsors the Choice Pooled Employer Plan II? ▼
How did Choice Pooled Employer Plan II perform in 2023? ▼
Where can I find official filings for Choice Pooled Employer Plan II? ▼
How does Choice Pooled Employer Plan II compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 421484983.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.