Find an old Transamerica 401(k)
Transamerica 401(k) Retirement Savings Plan
Transamerica Corporation · Plan 003 · EIN 42-1484983 · Cedar Rapids, IA
| Plan administrator | Transamerica Corporation Employee Services, 6400 C St SW, Cedar Rapids, IA 52499 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 5,283 separated participants still had money in the plan | Form 5500 ↗ |
Choice Pooled Employer Plan I
Administrative Group, LLC DBA Transamerica Fiduciary Services · Plan 008 · EIN 42-1484983 · Nashville, TN
| Plan administrator | Administrative Group, LLC DBA Tag Resources 6501 Deane Hill Drive, Knoxville, TN 37919 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Financial Life Ins | Schedule C ↗ |
| Former employees with balances | 893 separated participants still had money in the plan | Form 5500 ↗ |
Choice Pooled Employer Plan III
Administrative Group, LLC DBA Transamerica Fiduciary Services · Plan 010 · EIN 42-1484983 · Cedar Rapids, IA
| Plan administrator | Administrative Group, LLC DBA Tag Resources 6501 Deane Hill Drive, Knoxville, TN 37919 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Admin. Group, LLC DBA Tag Resources | Schedule C ↗ |
| Former employees with balances | 439 separated participants still had money in the plan | Form 5500 ↗ |
Excelwise Pooled Employer Plan
Administrative Group, LLC DBA Transamerica Fiduciary Services · Plan 004 · EIN 42-1484983 · Cedar Rapids, IA
| Plan administrator | Administrative Group, LLC DBA Transamerica Fiduciary Services 6400 C Street SW, Cedar Rapids, IA 52499 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions | Schedule C ↗ |
| Former employees with balances | 276 separated participants still had money in the plan | Form 5500 ↗ |
Choice Pooled Employer Plan II
Administrative Group, LLC DBA Transamerica Fiduciary Services · Plan 402 · EIN 42-1484983 · Cedar Rapids, IA
| Plan administrator | Administrative Group, LLC DBA Tag Resources 6501 Deane Hill Drive, Knoxville, TN 37919 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Transamerica Pension Plan
Transamerica Corporation · Plan 002 · EIN 42-1484983 · Cedar Rapids, IA
| Plan administrator | Transamerica Corporation Employee Services, 6400 C St Cw, Cedar Rapids, IA 52499 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 8,427 separated participants still had money in the plan | Form 5500 ↗ |
Choice Pooled Employer Plan II
Administrative Group, LLC DBA Transamerica Fiduciary Services · Plan 009 · EIN 42-1484983 · Cedar Rapids, IA
| Plan administrator | Administrative Group, LLC DBA Tag Resources 6501 Deane Hill Drive, Knoxville, TN 37919 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Admin. Group, LLC DBA Tag Resources | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Transamerica 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Transamerica 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Transamerica Corporation, (319) 355-8737. Have your Social Security number and dates of employment ready.
What is the Transamerica 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (319) 355-8737.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Transamerica and does not hold accounts. Not financial advice. Report a correction