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 |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 62-1874769 | — | RECORD KEEPER | $5K | — |
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORD KEEPER | $3K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN FDS FDAMENTAL INVS RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE US SMALL CAP VALUE EQ TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 425 | Pooled Separate Account | $0 | — |
| DEUTSCHE REAL ESTATE SEC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 634 |
Pooled Separate Account |
| $0 |
| — |
| DFA EMERGING MKT CORE EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 759 | Pooled Separate Account | $0 | — |
| JPMORGAN EQUITY INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | $0 | — |
| JPMORGAN INTREPID MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 949 | Pooled Separate Account | $0 | — |
| LORD ABBETT HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 660 | Pooled Separate Account | $0 | — |
| MFS INTL DIVERSIFICATION RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | $0 | — |
| PIONEER EQUITY INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 670 | Pooled Separate Account | $0 | — |
| PIONEER SELECT MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 956 | Pooled Separate Account | $0 | — |
| AMERICAN FDS NEW PERSPECTIVE RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SM CP IDX RT A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 407 | Pooled Separate Account | $0 | — |
| STATE STREET S&P 500 INDEX CLASS II TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 405 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 410 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RETIREMENT INCO TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 414 | Pooled Separate Account | $0 | — |
| STATE STREET TRGT RTMNT 2020 RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 076 | Pooled Separate Account | $0 | — |
| STATE STREET TRGT RTMNT 2025 RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 077 | Pooled Separate Account | $0 | — |
| STATE STREET TRGT RTMNT 2030 RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 078 | Pooled Separate Account | $0 | — |
| STATE STREET TRGT RTMNT 2035 RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 079 | Pooled Separate Account | $0 | — |
| STATE STREET TRGT RTMNT 2040 RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 080 | Pooled Separate Account | $0 | — |
| STATE STREET TRGT RTMNT 2045 RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 081 | Pooled Separate Account | $0 | — |
| STATE STREET TRGT RTMNT 2050 RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 082 | Pooled Separate Account | $0 | — |
| STATE STREET TRGT RTMNT 2055 RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 083 | Pooled Separate Account | $0 | — |
| STATE STREET TRGT RTMNT 2060 RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 084 | Pooled Separate Account | $0 | — |
| STATE STREET TRGT RTMNT INC RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 074 | Pooled Separate Account | $0 | — |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 413 | Pooled Separate Account | $0 | — |
| WESTERN ASSET CORE PLUS BOND RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 431 | Pooled Separate Account | $0 | — |
| TA VANGUARD LIFESTRATEGY CNSV GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 501 | Pooled Separate Account | $0 | — |
| TA VANGUARD LIFESTRATEGY GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | $0 | — |
| TA VANGUARD LIFESTRATEGY INC RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | $0 | — |
| TA VANGUARD LIFESTRATEGY MOD GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | $0 | — |
| TA VANGUARD TOTAL STOCK MKT IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | $0 | — |
| TRANSAMERICA SM/MD CP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 124 | Pooled Separate Account | $0 | — |
| WESTERN ASSET CORE PLUS BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 609 | Pooled Separate Account | $0 | — |
| STATE STREET GLOBAL ALL CAP EX US I TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 409 | Pooled Separate Account | $0 | — |
