Transamerica Financial — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Transamerica Financial is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $122,982 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$122,982
Reported indirect compensation
$0
Total reported compensation
$122,982
Filings
3
Plan sponsors
3
Plans
3
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Transamerica Financial
SponsorStatePlansReported compensation
Fox Brothers Piggly WigglyWI1$57,812
Buttonwillow Warehouse Company, Inc.CA1$36,592
True North Human Capital, LLCNY1$28,578

State footprint

Plans reporting Transamerica Financial are sponsored in CA (1), NY (1), WI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Fox Brothers Piggly WigglyFox Brothers Piggly Wiggly 401(K) Profit Sharing Plan2023$57,812$0
Buttonwillow Warehouse Company, Inc.Buttonwillow Warehouse Company, Inc. 401(K) Profit Sharing Plan2023$36,592$0
True North Human Capital, LLCTrue North Human Capital Retirement Savings Plan2023$28,578$0

Related Form 5500 pages