TRANSAMERICA FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

1,380

Active participants

1,194,139

Total plan assets

$25.8B

Filings (rows)

1,385

Direct comp

$71.6M

Indirect comp

$114K

Aggregating 23 name variants under "TRANSAMERICA FINANCIAL"

TRANSAMERICA FINANCIAL LIFE INS CO626 TRANSAMERICA FINANCIAL LIFE INSURAN355 TRANSAMERICA FINANCIAL LIFE INS269 TRANSAMERICA FINANCIAL LIFE48 TRANSAMERICA FINANCIAL ADVISORS12 TRANSAMERICA FINANCIAL10 TRANSAMERICA FINANCIAL LIFE INS COM8

SERVICES PROVIDED

Recordkeeper1,339

Other24

Advisor / Consultant16

Broker2

CITs / DFEs sponsored by this firm

Fund / entity	Plans holding
STATE STREET S&P MD CP IDX RET ACCT	390
STATE STREET S&P MID CAP INDEX RET	379
TA VANGUARD REIT INDEX RET ACCT	375
STATE STREET RUSSELL SMALL CAP INDE	348
STATE STREET INTL INDEX RET ACCT	335
STATE STREET U S BOND INDEX RET AC	325
JANUS HENDERSON TRITON RET ACCT	318
STATE STREET S&P 500 INDEX CLASS II	281
T ROWE PRICE US SMALL CAP VALUE EQ	258
AMERICAN FUNDS NEW WORLD RET ACCT	253
AMERICAN FUNDS BALANCED RET ACCT	249
MFS INTL DIVERSIFICATION RET ACCT	235

Top plans served

Showing top 500 of 1,380 (largest by assets)

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
FRINGE BENEFIT GROUP, INC. CONTRACTORS RETIREMENT PLAN MASTER TRUST	AUSTIN, TX	Recordkeeper RECORDKEEPER	—	$1.5B	$5.5M
BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES 1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES	NEW YORK, NY	Other NONE	113,428	$1.4B	$105K
BARRY-WEHMILLER COMPANIES, INC.