Excelwise Pooled Employer Plan
Administrative Group, LLC Dba Transamerica Fiduciary Services, Cedar Rapids IA. Employer ID 421484983, plan number 004. Annual reports on file for 2024 to 2024.
Where the money went
Plans that moved money into this one:
- 2024: money from Heritage Hr LLC 401(k) Profit Sharing Plan moved in.
- 2024: money from Rutter's Retirement Savings Plan moved in.
- 2024: money from Xactus LLC 401(k) Profit Sharing Plan & Trust moved in.
- 2024: money from Pml Construction, Inc. 401(k) Plan moved in.
- 2025: money from Cuningham Group Architecture, Inc. Retirement Savings Plan moved in.
- 2025: money from Sage Health 401(k) Plan moved in.
- 2025: money from Dakota West Credit Union 401(k) Plan moved in.
- 2025: money from Mills Brothers International 401(k) Plan moved in.
- 2025: money from Qarik Group 401(k) Plan moved in.
- 2025: money from Egen Solutions LLC 401(k) Profit Sharing Plan & Trust moved in.
- 2025: money from Egen Solutions LLC 401(k) Profit Sharing Plan & Trust moved in.
- 2025: money from Transitional Care Physicians of Georgia PC 401(k) Plan moved in.
- 2025: money from Pella Carolina 401 (k) Plan moved in.
- 2025: money from Heartland Family Service Retirement Plan moved in.
- 2025: money from Mbc Companies 401(k) Retirement Plan moved in.
- 2025: money from Felling Trailers, Inc. 401(k) Plan moved in.
- 2025: money from Spinutech 401(k) Plan moved in.
- 2025: money from Correctional Dental Provider Network 401(k) Plan moved in.
- 2025: money from Aitc Inc. 401(k) Plan moved in.
- 2025: money from Assurant Enterprises Inc. 401k Plan moved in.
- Filed 2024-2024Excelwise Pooled Employer Plan, Administrative Group, LLC Dba Transamerica Fiduciary Services
- TodayExcelwise Pooled Employer Plan still files. Transamerica Retirement Solutions keeps the records. That is where to ask.
Records are kept by Transamerica Retirement Solutions, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2024 | 2,866 | 276 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.