401(k) · DOL Form 5500 · 2024
Administrative Group, LLC Dba Transamerica Fiduciary Services 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 85th
- Percentile by assets National rank
Official DOL plan name: Excelwise Pooled Employer Plan · Sponsored by Administrative Group, LLC Dba Transamerica Fiduciary Services · Iowa · Finance & Insurance
$56M in assets, N/A participants
Administrative Group, LLC Dba Transamerica Fiduciary Services's Excelwise Pooled Employer Plan reported $56M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,601 in Finance & Insurance (8,549 peers)
Where Excelwise Pooled Employer Plan sits by assets
Excelwise Pooled Employer Plan sits in the top quartile of all filed plans by assets, $56M for N/A participants.
- #6,601
- in Finance & Insurance (8,549 peers)
- $1M
- reported net income
- 0.6×
- vs typical plan assets (national mean)
Excelwise Pooled Employer Plan's outsized position by total assets
Excelwise Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,880,809 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 421484983 · Administrative Group, LLC Dba Transamerica Fiduciary Services PY 2024 · 401(k)
Excelwise Pooled Employer Plan · $56M · N/A · 85th
- EIN $56M
- RANK N/A
- PHOTO 85th
- IND 401(k)
- EOY near Jacobsen Construction Company, Inc. 401(k) Plan
- 5500 ind #6601
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Iowa →
Excelwise Pooled Employer Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $1M |
| Employer EIN | 421484983 |
| Plan Effective Date | 2024-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Administrative Group, LLC Dba Transamerica Fiduciary Services)
Sponsor-wide plan assets over time
All Administrative Group, LLC Dba Transamerica Fiduciary Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 16.767872517215213% vs 2022
- 2024 filing year
| 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 $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Excelwise Pooled Employer Plan's closest out-of-state 401(k) peers by assets
Outside Iowa, the nearest 401(k) by end-of-year assets is Jacobsen Construction Company, Inc. 401(k) Plan in UT at $56M (this filing: $56M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.