Original filing (PDF)20251015160346NAL0010190962001

ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES

Name: ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES — CHOICE POOLED EMPLOYER PLAN III, Form 5500 (2024)
Creator: ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES

Form 5500

FILING_RECEIVED

CHOICE POOLED EMPLOYER PLAN III

401(k) retirement plan

Signals · 2

Late participant contributions16 service providers

Active participants

2,783

Accounts w/ balance

2,442

Plan assets (EOY)

$53.1M

Net assets (EOY)

$53.0M

How this plan invests

This plan

57 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 116K (2% of contributions).
Total administrative cost in the bottom quartile of peers (18th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Bottom-decile employer contributions per participant (6th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES.

Plan sponsor

Name

ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES

EIN

42-1484983all filings

Address

6400 C STREET SW · CEDAR RAPIDS, IA · 52499

Phone

(865) 670-1844

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

16 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADMIN. GROUP, LLC DBA TAG RESOURCES	42-1484983	—	RECORD KEEPER	$84K	—
TRANSAMERICA RETIREMENT SOLUTIONS

Investments

57 pooled funds· $32.6M(61% of reported assets)

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.

Pooled Separate Account

$30.6M

47 holdings

Common Collective Trust

$1.9M

10 holdings

			% of plan
STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504	Pooled Separate Account	$6.2M	11.7%
FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135	Pooled Separate Account	$3.7M	7.0%
JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580	Pooled Separate Account	$2.8M	5.4%
TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833	Pooled Separate Account	$2.2M	4.2%
TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838	Pooled Separate Account	$1.3M	2.5%
TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835	Pooled Separate Account	$1.3M	2.5%
FIDELITY SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 139	Pooled Separate Account	$1.0M	1.9%
TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836	Pooled Separate Account	$976K	1.8%
TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837	Pooled Separate Account	$957K	1.8%
FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161	Pooled Separate Account	$956K	1.8%
TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839	Pooled Separate Account	$882K	1.7%
FIDELITY MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 138	Pooled Separate Account	$866K	1.6%
STATE STREET SECCOURSE 2045 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 420	Pooled Separate Account	$853K	1.6%
TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840	Pooled Separate Account	$822K	1.5%
NUVEEN TIAA LIFECYCLE INDEX 2035 R SEI · EIN 85-3078653 / PN 038	Common Collective Trust	$774K	1.5%
TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841	Pooled Separate Account	$648K	1.2%
STATE STREET SECCOURSE 2030 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 417	Pooled Separate Account	$614K	1.2%
BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 935	Pooled Separate Account	$566K	1.1%
NUVEEN TIAA LIFECYCLE INDEX 2055 R SEI · EIN 85-3165477 / PN 042	Common Collective Trust	$394K	0.7%
FIDELITY INTERNTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 160	Pooled Separate Account	$394K	0.7%
NUVEEN TIAA LIFECYCLE INDEX 2050 R SEI · EIN 85-3138760 / PN 041	Common Collective Trust	$391K	0.7%
STATE STREET SECCOURSE 2035 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 418	Pooled Separate Account	$373K	0.7%
STATE STREET SECCOURSE 2040 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 419	Pooled Separate Account	$319K	0.6%
AMERICAN FUNDS BOND FUND OF AMERICA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 365	Pooled Separate Account	$308K	0.6%
TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842	Pooled Separate Account	$269K	0.5%
STATE STREET SECCOURSE 2060 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 423	Pooled Separate Account	$249K	0.5%
JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830	Pooled Separate Account	$236K	0.4%
NUVEEN TIAA LIFECYCLE INDEX 2045 R SEI · EIN 85-3115258 / PN 040	Common Collective Trust	$215K	0.4%
STATE STREET SECCOURSE 2020 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 415	Pooled Separate Account	$194K	0.4%
STATE STREET SECCOURSE 2050 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 421	Pooled Separate Account	$188K	0.4%
STATE STREET SECCOURSE 2055 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 422	Pooled Separate Account	$161K	0.3%
PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668	Pooled Separate Account	$151K	0.3%
STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 410	Pooled Separate Account	$151K	0.3%
TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403	Pooled Separate Account	$145K	0.3%
MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123	Pooled Separate Account	$98K	0.2%
T. ROWE PRICE US SMALL CAP VALUE EQ TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 425	Pooled Separate Account	$83K	0.2%
NUVEEN TIAA LIFECYCLE INDEX 2060 R SEI · EIN 85-3177591 / PN 043	Common Collective Trust	$79K	0.1%
STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 407	Pooled Separate Account	$79K	0.1%
STATE STREET S&P 500 INDEX CLASS II TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 405	Pooled Separate Account	$76K	0.1%
STATE STREET SECCOURSE 2025 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 416	Pooled Separate Account	$70K	0.1%
DFA U.S. TARGETED VAL PORT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527	Pooled Separate Account	$53K	<0.1%
NUVEEN TIAA LIFECYCLE INDEX 2065 R SEI · EIN 85-2928955 / PN 044	Common Collective Trust	$47K	<0.1%
STATE STREET SECCOURSE 2065 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 424	Pooled Separate Account	$46K	<0.1%
STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 413	Pooled Separate Account	$33K	<0.1%
DFA GLOBAL REAL ESTATE SECURITIES R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 156	Pooled Separate Account	$27K	<0.1%
JPMORGAN EQT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579	Pooled Separate Account	$27K	<0.1%
STATE STREET GLOBAL ALL CAP EX US I TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 409	Pooled Separate Account	$27K	<0.1%
AMERICAN FUNDS FUNDMNTL INVST RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232	Pooled Separate Account	$23K	<0.1%
AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975	Pooled Separate Account	$12K	<0.1%
NUVEEN TIAA LIFECYCLE INDEX 2040 R SEI · EIN 85-3093428 / PN 039	Common Collective Trust	$11K	<0.1%

1–50 of 57

1 / 2

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