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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | INVESTMENT ADVISOR | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Other securities | — | — | $4.3M | 20.4% | |
| JPMorgan | Other securities | — | — | $2.4M | 11.2% | |
| Dodge & Cox | Other securities | — | — | $1.8M | 8.4% | |
| Prudential | Other securities | — | — | $1.7M | 8.0% | |
| Columbia | Other securities | — | — | $1.6M | 7.6% | |
| American Funds | Other securities | — | — | $1.4M | 6.8% | |
| Pioneer | Other securities | — | — | $1.2M | 5.6% | |
| American Funds | Other securities | — | — | $983K | 4.6% | |
| Fidelity | Other securities | — | — | $752K | 3.5% | |
| PIMCO | Other securities | — | — | $699K | 3.3% | |
| Transamerica Financial Life Insurance Company Inc. | Common Stock | — | — | $611K | 2.9% | |
| American Funds | Other securities | — | — | $609K | 2.9% | |
| American Funds | Other securities | — | — | $512K | 2.4% | |
| MFS | Other securities | — | — | $492K | 2.3% | |
| American Funds | Other securities | — | — | $407K | 1.9% | |
| Nationwide | Other securities | — | — | $348K | 1.6% | |
| Fidelity | Other securities | — | — | $313K | 1.5% | |
| American Funds | Other securities | — | — | $281K | 1.3% | |
| Fidelity | Other securities | — | — | $238K | 1.1% | |
| Nuveen | Other securities | — | — | $175K | 0.8% | |
| American Funds | Other securities | — | — | $158K | 0.7% | |
| American Funds | Other securities | — | — | $98K | 0.5% | |
| American Funds | Other securities | — | — | $65K | 0.3% | |
| American Funds | Other securities | — | — | $46K | 0.2% | |
| American Funds | Other securities | — | — | $13K | <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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | AUDITOR | $72K | — |
