TARA Evans, for TAG Resources 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, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $84K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS |
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.
| % 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% |
| 13-3689044 |
| — |
| RECORD KEEPER |
| $52K |
| — |
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORD KEEPER | $16K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $713 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | 34-1542819 | — | OTHER SERVICES | $541 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE O.N. EQUITY SALES COMPANY | 31-0742113 | — | INVESTMENT ADVISORY-PLAN | $17K | — |
| MORGAN STANLEY | 24-4310632 | — | INVESTMENT ADVISORY-PLAN | $12K | — |
| CORECAP ADVSIORS | 23-2809463 | — | INVESTMENT ADVISORY-PLAN | $7K | — |
| SWBC INVESTMENT SERVICES, LLC | 74-2606915 | — | INVESTMENT ADVISORY-PLAN | $6K | — |
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
| RPA FINANCIAL LLC | 83-1143379 | — | INVESTMENT ADVISORY-PLAN | $829 | — |
| REVALUE LLC | 46-4847283 | — | INVESTMENT ADVISORY-PLAN | $623 | — |
| MESIROW FINANCIAL & INVESTMENT MGMT | 36-3429599 | — | INVESTMENT ADVISORY-PLAN | $8 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL SECURITIES, INC. OF CALIF. | 95-3703162 | — | OTHER SERVICES | $2K | — |
| SMALL BUSINESS ASSOC. OF MICHIGAN P | 62-1874769 | — | PLAN SPONSOR | $20 | — |
