This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTURE PLANNING ASSOCIATES INC | 03-0271340 | — | RECORDKEEPER | $15K | — |
| TRANSAMERICA FINANICIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCSOLEY MCCOY & CO |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| TRANSAMERICA FUTUREFOCUS 2045 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 655 | Pooled Separate Account | $1.3M | 10.5% |
| TRANSAMERICA FUTUREFOCUS 2035 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 653 | Pooled Separate Account | $1.3M | 10.3% |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 228 | Pooled Separate Account | $1.1M | 8.9% |
| TRANSAMERICA FUTUREFOCUS 2050 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 656 | Pooled Separate Account | $886K | 7.0% |
| TRANSAMERICA FUTUREFOCUS 2025 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 651 | Pooled Separate Account | $778K | 6.2% |
| TRANSAMERICA FUTUREFOCUS 2040 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 654 | Pooled Separate Account | $771K | 6.1% |
| TRANSAMERICA FUTUREFOCUS 2060 W AM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 090 | Pooled Separate Account | $678K | 5.4% |
| TRANSAMERICA FUTUREFOCUS IN RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 658 | Pooled Separate Account | $575K | 4.6% |
| TRANSAMERICA FUTUREFOCUS 2030 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 652 | Pooled Separate Account | $490K | 3.9% |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 231 | Pooled Separate Account | $465K | 3.7% |
| TRANSAMERICA FUTUREFOCUS 2055 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 657 | Pooled Separate Account | $450K | 3.6% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | $446K | 3.5% |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 255 | Pooled Separate Account | $350K | 2.8% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | $276K | 2.2% |
| AMERICAN FUNDS SMALLCAP WORLD RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 077 | Pooled Separate Account | $227K | 1.8% |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | $208K | 1.6% |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 232 | Pooled Separate Account | $161K | 1.3% |
| CLEARBRIDGE GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 628 | Pooled Separate Account | $153K | 1.2% |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 094 | Pooled Separate Account | $148K | 1.2% |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | $147K | 1.2% |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | $124K | 1.0% |
| AMERICAN FUNDS AMCAP RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 245 | Pooled Separate Account | $99K | 0.8% |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | $96K | 0.8% |
| INVESCO BALANCED-RISK ALLOCATION RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 645 | Pooled Separate Account | $93K | 0.7% |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 102 | Pooled Separate Account | $89K | 0.7% |
| STATE STREET RUSSELL SM CAP IDX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | $69K | 0.5% |
| T. ROWE PRICE RETIREMENT BALANCED R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 491 | Pooled Separate Account | $57K | 0.5% |
| AMERICANS NEW WORLD TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 625 | Pooled Separate Account | $50K | 0.4% |
| TRANSAMERICA FUTUREFOCUS 2065 W AM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 404 | Pooled Separate Account | $11K | <0.1% |
| STATE STREET RUSSELL SMALL CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 172 | Pooled Separate Account | $9K | <0.1% |
| TEMPLETON GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 350 | Pooled Separate Account | $7K | <0.1% |
| TRANS ASSET ALLC-CNSV PRTF RT ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 036 | Pooled Separate Account | $5K | <0.1% |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 246 | Pooled Separate Account | $3K | <0.1% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | $1K | <0.1% |
| 03-0327374 |
| — |
| AUDIT |
| $8K |
| — |
