Transamerica 401(k) match, vesting and fees
What Transamerica's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Forvis Mazars, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 104 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Transamerica: employer contribution per participant | $2,355 | |
| Peer median | $3,632 |
| Transamerica: average balance | $195,577 | |
| Peer median | $158,797 |
| Transamerica: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.04% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.4B at the end of plan year 2023 to $2.7B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 14,137 | $2.7B | $32.8M | $2,355 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 14,454 | $2.4B | $30.1M | $2,124 | <0.01% | Not published | Form 5500 ↗ |
Other Transamerica plans (6)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Choice Pooled Employer Plan I
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Choice Pooled Employer Plan III
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Admin. Group, LLC DBA Tag Resources | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Excelwise Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Templeton & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Choice Pooled Employer Plan II
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Transamerica Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Forvis Mazars LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Choice Pooled Employer Plan II
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Admin. Group, LLC DBA Tag Resources | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Transamerica match 401(k) contributions?
The match terms for the Transamerica 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $32.8M in employer contributions, about $2,355 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Transamerica 401(k) match vested?
The vesting schedule for the Transamerica 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Transamerica 401(k)?
The filing names Transamerica Corporation as plan administrator; it does not list a recordkeeper.
I left Transamerica. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Transamerica Corporation, (319) 355-8737). The Transamerica old 401(k) page lists the contacts from every plan filing. Find an old Transamerica 401(k)
Data from the public Form 5500 annual reports Transamerica filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Transamerica. Not financial advice. Report a correction · Methodology