401(k) · DOL Form 5500 · 2024

Administrative Group, LLC Dba Transamerica Fiduciary Services 401(k) Plan

Data updated 2026-08-25

N/A
Total assets
3,232
Participants Above avg headcount
PlainRetire home → About this data RSS: change history

Official DOL plan name: Choice Pooled Employer Plan II · Sponsored by Administrative Group, LLC Dba Transamerica Fiduciary Services · Iowa · Finance & Insurance

N/A in assets, 3,232 participants

Administrative Group, LLC Dba Transamerica Fiduciary Services's Choice Pooled Employer Plan II reported N/A in total assets and 3,232 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in Iowa

Choice Pooled Employer Plan II covers 3,232 participants in Iowa, 5.3x the typical Iowa plan (state average ~609 per filing). Assets: N/A.

$4M
reported net income

Choice Pooled Employer Plan II's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Choice Pooled Employer Plan II lands in the large band (3,232 participants).

DOL schedule card

Filing strip 421484983 · Administrative Group, LLC Dba Transamerica Fiduciary Services PY 2024 · 401(k)

Choice Pooled Employer Plan II · N/A · 3,232

  • EOY N/A
  • 5500 3,232
  • ASSETS PY 2024
  • PCT 401(k)
  • EIN near Regis Hr Group 401(k) Plan
  • RANK 5.3× state

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 →

Iowa filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)N/A
Net Income$4M
Employer EIN421484983
Plan Effective Date2023-01-01
Filing StatusFILING 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
$4B$4.5B$5B$5.5B 202220232024 $4.35B $5.08B ▲ +16.8%
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.

Choice Pooled Employer Plan II vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 5 data points. 0200004000060000 2.533.544.55 Total assets ($B) Participants The Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Choice Pooled Employer Plan II vs. nearby 401(k) plans in Iowa, assets vs. participants

Choice Pooled Employer Plan II's closest out-of-state 401(k) peers by headcount

Outside Iowa, the nearest 401(k) by covered participants is Regis Hr Group 401(k) Plan in FL (3,232 participants; this filing: 3,232 participants).

Similar participant headcount

Nearest other-state filings by covered participants (3,232 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Administrative Group, LLC Dba Transamerica Fiduciary Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Administrative Group, LLC Dba Transamerica Fiduciary Services's sponsor-wide assets grew 16.8%, from $4.3B to $5.1B.
Which 401(k) plans cover a similar participant headcount to Choice Pooled Employer Plan II?
Among 401(k) plans in other states, the closest by covered participants is Regis Hr Group 401(k) Plan in FL (3,232 participants, $108M in assets).