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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASPIRE ADVISORS LLC | 27-0362926 | — | INVESTMENT ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | Other securities | — | — | $1.1M | 16.7% | |
| T. Rowe Price T. Rowe Price Institutional Large Cap Growth | Other securities | — | — | $1.0M | 15.6% | |
| Principal Preservation Separate Account Prudential Retirement Insurance and Annuity Company (PRIAC) Principal Preservation Separate Account (PPSA) | Other securities | — | — | $1.0M | 15.5% | |
| s * Transamerica Financial Life Insurance Company, Inc. Insurance Company General Accounts | Insurance Contracts | — | — | $798K | 12.4% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $497K | 7.7% | |
| DiamondHill Diamond Hill Large Cap I | Other securities | — | — | $389K | 6.0% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $326K | 5.1% | |
| Vanguard Star | Other securities | — | — | $324K | 5.0% | |
| Metropolitan West Metropolitan West Total Return Bon dI | Other securities | — | — | $141K | 2.2% | |
| Franklin Templeton Global Bond R6 ** 234 John Hancock John Hancock Disciplined Value Mid Cap I | Other securities | — | — | $110K | 1.7% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $108K | 1.7% | |
| Vanguard Target Retirement Income | Other securities | — | — | $104K | 1.6% | |
| American Funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $97K | 1.5% | |
| T. Rowe Price T. Rowe Price Inflation Protected Bond | Other securities | — | — | $95K | 1.5% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $87K | 1.4% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $51K | 0.8% | |
| BlackRock High Yield Bond K | Other securities | — | — | $39K | 0.6% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $38K | 0.6% | |
| Participant loans Interest rates of 6.00% - 9.50% - 0 - | Bonds / Notes | — | — | $36K | 0.6% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $36K | 0.6% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $31K | 0.5% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $26K | 0.4% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $18K | 0.3% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $9K | 0.1% | |
| MFS International Vlue R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
