Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| NORTHWESTERN MUTUAL INVEST SERVICES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Growth Stock | Other securities | — | — | $6.9M | 13.6% | |
| Fidelity 500 Index Institutional Prem | Other securities | — | — | $4.3M | 8.5% | |
| Transamerica Life Insurance Company Guaranteed Investment Option | Other securities | — | — | $4.2M | 8.2% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $3.7M | 7.3% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $3.4M | 6.7% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $3.1M | 6.1% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $2.8M | 5.5% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $2.7M | 5.2% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $2.3M | 4.5% | |
| Metropolitan West Total Return | Other securities | — | — | $2.1M | 4.2% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $2.1M | 4.1% | |
| Vanguard Extended Market Index | Other securities | — | — | $2.0M | 3.9% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $1.9M | 3.8% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $1.2M | 2.4% | |
| American Beacon Small Cap Value | Other securities | — | — | $1.2M | 2.4% | |
| Vanguard Total International Stock Index | Other securities | — | — | $1.1M | 2.2% | |
| MFS International Diversification R3 | Other securities | — | — | $1.1M | 2.2% | |
| T. Rowe Price New Horizons | Other securities | — | — | $1.1M | 2.2% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $1.1M | 2.1% | |
| Vanguard Target Retirement Inc | Common Stock | — | — | $633K | 1.2% | |
| Goldman Sachs Short Duration | Other securities | — | — | $326K | 0.6% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $212K | 0.4% | |
| Transamerica Financial Life Insurance Company Traditional Investment Contract | Other securities | — | — | $65K | 0.1% | |
| Vanguard Target Retirement 2070 | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MILWAUKEE, WI |
| BROKER |
| $0 |
| — |
