DFX Intelligence

Allocator Intelligence

Transamerica Retirement Solutions

unclassified
unclassified

90 more other clients, 252 more Schedule C rows and 7 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

No advisory client relationship on the tape.

Other roles

93 allocators

+90 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

255 rows, $33.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
International Transmission Company Retirement Plan202511 12 15 28 38 50 59 61 62 63 64RECORDKEEPER$75,920
Tate & Lyle Salaried Pension Plan202411 12 15 28 38 50 59 61 62 63 64RECORD KEEPER$683,742
Tate & Lyle Hourly Pension Plan202411 12 15 28 38 50 59 61 62 63 64RECORD KEEPER$420,974

+252 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

  • Dec 31, 2024Manager relationship startedSharp Corporation Retirement Plan
    Transamerica Retirement Solutions appears on Sharp Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Transamerica Retirement Solutionsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferencePenske Cash Balance Benefit Plan
    Transamerica Retirement Solutions no longer appears on Penske Cash Balance Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Transamerica Retirement Solutionsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceAbc-Nabet Retirement Trust Fund
    Transamerica Retirement Solutions no longer appears on Abc-Nabet Retirement Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Transamerica Retirement Solutionsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedRetirement Income Plan for Employees of Ahf, LLC
    Transamerica Retirement Solutions appears on Retirement Income Plan for Employees of Ahf, LLC's Schedule C as investment manager (plan year 2024 vs 2023)
    with Transamerica Retirement Solutionsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceRetirement Income Plan of Utica Mutual Insurance Company
    Transamerica Retirement Solutions no longer appears on Retirement Income Plan of Utica Mutual Insurance Company's Schedule C as investment manager (plan year 2024 vs 2023)
    with Transamerica Retirement Solutionsaskebsa.dol.gov

+7 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.