The New Equation Limited Liability Company DBA SEER Interactive's EIN is 03-0512205.
Download the official 2024 Form 5500 (PDF) for The New Equation Limited Liability Company DBA SEER Interactive from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The New Equation Limited Liability Company DBA SEER Interactive's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $6K | — |
| DELAWARE VALLEY RETIREMENT, INC. | 20-2055473 | — | RECORDKEEPER | $6K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA PARTNERS ST INDEX RET OPT · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $2.0M | 18.1% | |
| Morgan Stanley Growth Ret Opt Mutual Fund | Other securities | — | — | $850K | 7.7% | |
| TRANSAMERICA LIFE INSURANCE COMPANY MORGAN STANLEY GROWTH RET OPT · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $850K | 7.7% | |
| Transamerica Growth Mutual Fund | Other securities | — | — | $803K | 7.3% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA CAPITAL GR RET OPT · EIN 39-0989781 / PN 789 | Pooled Separate Account | — | — | $803K | 7.3% | |
| SSgA International Index Ret Opt Mutual Fund | Other securities | — | — | $710K | 6.5% | |
| TRANSAMERICA LIFE INSURANCE COMPANY STATE STREET INTERNTL INDEX RET OPT · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $710K | 6.5% | |
| DFA Global Equity Portfolio Ret Opt Mutual Fund | Mutual Funds | — | — | $638K | 5.8% | |
| TRANSAMERICA LIFE INSURANCE COMPANY DFA GLOBAL EQUITY PORTFOLIO RET OPT · EIN 39-0989781 / PN 722 | Pooled Separate Account | — | — | $638K | 5.8% | |
| Parametric International Equity Ret Opt Mutual Fund | Other securities | — | — | $614K | 5.6% | |
| TRANSAMERICA LIFE INSURANCE COMPANY PARAMETRIC INTNTL EQUITY RET OPT · EIN 39-0989781 / PN 740 | Pooled Separate Account | — | — | $614K | 5.6% | |
| Transamerica Intl Equity Mutual Fund | Other securities | — | — | $554K | 5.0% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA INTERNTL EQUITY RET OPT · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $554K | 5.0% | |
| Transamerica Large Cap Value Mutual Fund | Other securities | — | — | $465K | 4.2% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA LARGE CAP VALUE RET OPT · EIN 39-0989781 / PN 792 | Pooled Separate Account | — | — | $465K | 4.2% | |
| Invesco Diversified Dividend Ret Opt Mutual Fund | Mutual Funds | — | — | $462K | 4.2% | |
| TRANSAMERICA LIFE INSURANCE COMPANY INVESCO DIVERSIFIED DIVIDEND RET OPT · EIN 39-0989781 / PN 579 | Pooled Separate Account | — | — | $462K | 4.2% | |
| TRANSAMERICA SUSTAINABLE EQ INC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 785 | Pooled Separate Account | — | — | $444K | 4.0% | |
| Vanguard Small-Cap Value Index Ret Opt Mutual Fund | Mutual Funds | — | — | $427K | 3.9% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TA VANGUARD SMALL-CAP VALUE INDEX RET OPT · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $427K | 3.9% | |
| Victory Established Value Ret Opt Mutual Fund | Other securities | — | — | $370K | 3.4% | |
| TRANSAMERICA LIFE INSURANCE COMPANY VICTORY SYCAMORE EST VALUE RET OPT · EIN 39-0989781 / PN 613 | Pooled Separate Account | — | — | $370K | 3.4% | |
| Janus Triton Ret Opt Mutual Fund | Mutual Funds | — | — | $363K | 3.3% | |
| TRANSAMERICA LIFE INSURANCE COMPANY JANUS HENDERSON TRITON RET OPT · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $363K | 3.3% | |
| SSgA S&P Mid Cap Index Ret Opt Mutual Fund | Other securities | — | — | $359K | 3.3% | |
| TRANSAMERICA LIFE INSURANCE COMPANY PIONEER SELECT MID CAP GR RET OPT · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $359K | 3.3% | |
| Vanguard Small-Cap Index Ret Opt Mutual Fund | Mutual Funds | — | — | $335K | 3.0% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TA VANGUARD SMALL-CAP IND RET OPT · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $335K | 3.0% | |
| TA Vanguard Real Estate Index Ret Opt Mutual Fund | Mutual Funds | — | — | $284K | 2.6% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TA VANGUARD REAL ESTATE INDEX RET OPT · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $284K | 2.6% | |
| Federated Institutional High Yield Bond Ret Opt Mutual Fund | Other securities | — | — | $227K | 2.1% | |
| TRANSAMERICA LIFE INSURANCE COMPANY FEDERATED INST HIGH YIELD BOND RET OPT · EIN 39-0989781 / PN 575 | Pooled Separate Account | — | — | $227K | 2.1% | |
| Prudential Total Return Bond Ret Opt Mutual Fund | Other securities | — | — | $162K | 1.5% | |
| TRANSAMERICA LIFE INSURANCE COMPANY PRUDENTIAL TOTAL RETURN BOND RET OPT · EIN 39-0989781 / PN 602 | Pooled Separate Account | — | — | $162K | 1.5% | |
| SSgA U.S. Bond Index Ret Opt Mutual Fund | Other securities | — | — | $154K | 1.4% | |
| TRANSAMERICA LIFE INSURANCE COMPANY STATE STREET US BOND INDEX RET OPT · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $154K | 1.4% | |
| Transamerica Bond Ret Opt Mutual Fund | Other securities | — | — | $153K | 1.4% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA BOND RET OPT · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $153K | 1.4% | |
| Transamerica Stable Value Core Stable Value Fund | Stable Value | — | — | $140K | 1.3% | |
| TA BlackRock Lifepath Index 2045 Ret Opt Mutual Fund | Other securities | — | — | $100K | 0.9% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TA BLACKROCK LIFEPATH IND 2045 RET OPT · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $100K | 0.9% | |
| TRANSAMERICA LIFE INSURANCE COMPANY STATESTREET S&P MID CAP INDEX RET OPT · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $36K | 0.3% | |
| AEGON Balanced Ret Opt Mutual Fund | Other securities | — | — | $25K | 0.2% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA BOND RET OPT · EIN 39-0989781 / PN 787 | Pooled Separate Account | — | — | $25K | 0.2% | |
| Participant loans Interest rates ranging from 9% - 10%, maturing from 2025 to 2029 | Bonds / Notes | — | — | $15K | 0.1% | |
| TA BlackRock Lifepath Index 2055 Ret Opt Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TA BLACKROCK LIFEPATH INDEX 2055 RET OPT · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $3K | <0.1% | |
| TA BLACKROCK LIFEPATH IND 2035 RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $673 | <0.1% | |
| TRANSAMERICA LIFE INSURANCE COMPANY AEGON BAL RET OPT · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
