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 | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVESTMENT GROUP | 26-4789150 | — | CONSULTANT | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES/UNITS Vanguard Interm-Term Investment Grade Adm | Mutual Funds | — | $12.9M | $11.5M | 37.1% | |
| Vanguard Long-Term Investment Grade Adm | Mutual Funds | — | $10.9M | $8.4M | 27.1% | |
| Vanguard Short-Term Corporate Bond Index I | Mutual Funds | — | $3.9M | $3.9M | 12.6% | |
| Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | $2.1M | $3.4M | 11.1% | |
| Vanguard FTSE All-World Ex-US Idx Adm | Common Collective Trusts | — | $1.4M | $1.6M | 5.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
