Transamericarecordkeeper

Plans recordkept · plan year 2025 · page 2

Plans naming Transamerica · 2025

149

149 large plans named Transamerica on their 2025 Schedule C: 140 itemized it for recordkeeping, and 9 more listed it as a provider paid through fund revenue-sharing. The itemized plans cover $7.0B in assets. The client list below shows the itemized plans, where the relationship is explicit.

Plans recordkept by Transamerica140
ELIXIR EXTRUSIONS, LLC GA$4.5M · 140 accts
DAVIDSON TRANSIT ORGANIZATION TN$4.1M · 163 accts
TWIN OAKS ESTATE, INC. MO$3.3M · 180 accts
LIVENGRIN FOUNDATION PA$3.3M · 188 accts
CELEBREE LEARNING CENTERS MD$2.7M · 156 accts
DIAS MANAGEMENT INC. AZ$2.5M · 626 accts
RESTPADD, INC. CA$2.3M · 180 accts
CITYGATE HOSPITALITY LLC IL$2.3M · 175 accts
CANDLER HEALTH SYSTEM, INC. GA$2.2M · 147 accts
MORRISTOWN DRIVERS SERVICE, INC. TN$1.9M · 155 accts
INDEPENDENT PIPE & SUPPLY CORP MA$1.7M · 31 accts
ENGAGING SOLUTIONS, LLC IN$1.7M · 114 accts
NEW GEORGIA PROJECT ACTION FUND GA$610K · 621 accts
JACK COOPER INVESTMENTS, INC. MO$0
ALLSAINTS, USA LIMITED CA$0
MUZA METAL PRODUCTS, LLC WI$0
SYMONS FIRE PROTECTION, INC. CA$0
AGRONOMY SCIENCES, LLC DBA HEFTY SEED COMPANY SD$0
MOUNTAIN PROJECTS, INC. NC$0
SIGHTLINE HOSPITALITY, LLC CA$0 · 1 accts
COTTER CONSULTING, INC. IL$0
FENTURA FINANCIAL INC. MI$0
JOHNSON WELDED PRODUCTS, INC. OH$0
CMG CIT ACQUISITION LLC NH$0
WASHINGTON PHYSICIAN SERVICE ORGANIZATION PA$0
SSG-ADVISORS, LLC DBA RESONANCE VT$0
CAROLINA THERAPEUTIC SERVICES, INC. NC$0
WAKEFIELD AND ASSOCIATES, INC. TN$0
ROI DNA CA$0
MCDONOGH SCHOOL, INCORPORATED MD$0
NU FLOW TECHNOLOGIES USA, INC. CA$0
GIBSON OVERSEAS, INC. CA$0
SOUTHWEST WASHINGTON REGIONAL SURGERY CENTER WA$0
MISSISSIPPI ASSOCIATED BUILDERS & CONTRACTORS, INC. MS$0
MOHAWK FINE PAPERS INC. NY$0
MBC COMPANIES PA$0
CONSUMERTRACK, INC. CA$0
TIE, LLC DBA CHICK-FIL-A AT ST. AUGUSTINE FL$0
TIER-ONE PROPERTY SERVICES, LLC TX$0
LUMINA SOLAR, INC. MD$0

Source: DOL Form 5500 Schedule C Part I, plan year 2025, service code 15. Related legal entities are grouped under the Transamerica brand.