TARA Evans on Behalf of TFS signed Administrative Group, LLC DBA Transamerica Fiduciary Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Administrative Group, LLC DBA Transamerica Fiduciary Services' EIN is 42-1484983.
Download the official 2024 Form 5500 (PDF) for Administrative Group, LLC DBA Transamerica Fiduciary Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Administrative Group, LLC DBA Transamerica Fiduciary Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street US Govt Money Market Premier Fund | Cash / Money Market | — | — | $21.1M | 37.8% | |
| DOMESTIC EQUITY PLUS CIT BENEFIT TRUST · EIN 92-6462663 / PN 371 | Common Collective Trust | — | — | $20.0M | 35.7% | |
| STATE STREET U.S. BD IDX CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $4.8M | 8.6% | |
| State Street U.S. Bond Index CL XIV Fund | Other securities | — | — | $3.1M | 5.5% | |
| STATE ST WLD DEV EX US IDX II STATE STREET · EIN 32-6528132 / PN 034 | Common Collective Trust | — | — | $3.1M | 5.5% | |
| State Street Emerging Markets Index SL CL II Fund | Other securities | — | — | $2.6M | 4.7% | |
| STATE ST EMRG MKTS IDX SL CL II STATE STREET · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $2.6M | 4.7% | |
| Transamerica Guaranteed Investment Option Fund | Other securities | — | — | $2.1M | 3.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
