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 | $130K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICE, INC. | 36-4291971 | — | CONSULTANT | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Ins. Co. Stable Value Strategy | Common Stock | — | — | $6.2M | 9.8% | |
| T. Rowe Price T. Rowe Price Retrmnt 2045 I | Other securities | — | — | $6.0M | 9.6% | |
| T. Rowe Price T. Rowe Price Retrmnt 2055 I | Other securities | — | — | $4.7M | 7.4% | |
| Fidelity 500 Index | Other securities | — | — | $4.6M | 7.3% | |
| T. Rowe Price T. Rowe Price Retrmnt 2040 I | Other securities | — | — | $4.1M | 6.6% | |
| T. Rowe Price T. Rowe Price Retrmnt 2035 I | Other securities | — | — | $4.1M | 6.5% | |
| T. Rowe Price T. Rowe Price Retrmnt 2050 I | Other securities | — | — | $3.9M | 6.2% | |
| American Beacon AB Lg Cap Gr Adv | Other securities | — | — | $3.7M | 6.0% | |
| T. Rowe Price T. Rowe Price Retrmnt 2030 I | Other securities | — | — | $3.2M | 5.0% | |
| JPMorgan Mid Cap Gr R6 | Other securities | — | — | $3.1M | 4.9% | |
| T. Rowe Price T. Rowe Price Retrmnt 2025 I | Other securities | — | — | $2.8M | 4.5% | |
| Notes receivable from participants Interest rates ranging from 4.25% to | Bonds / Notes | — | — | $2.1M | 3.3% | |
| T. Rowe Price T. Rowe Price Retrmnt 2060 I | Other securities | — | — | $1.8M | 2.9% | |
| Vanguard Ttl Wld Stock Idx Admiral | Other securities | — | — | $1.7M | 2.8% | |
| American Funds American Funds Washington Mtl R6 | Other securities | — | — | $1.7M | 2.7% | |
| American Funds American Funds American Balanced | Other securities | — | — | $1.6M | 2.6% | |
| Hartford Intl Opp R6 | Other securities | — | — | $1.2M | 2.0% | |
| MFS Mid Cap Val R6 | Other securities | — | — | $1.1M | 1.8% | |
| Dodge & Cox Dodge & Cox Inc X | Common Stock | — | — | $967K | 1.5% | |
| T. Rowe Price T. Rowe Price Retrmnt 2020 I | Other securities | — | — | $630K | 1.0% | |
| Market Premier T. Rowe Price T. Rowe Price Retrmnt 2015 I | Other securities | — | — | $572K | 0.9% | |
| Columbia Mid Cap Index Inst3 | Other securities | — | — | $462K | 0.7% | |
| Vanguard Inf-Protected Secs Adm | Other securities | — | — | $412K | 0.7% | |
| Fidelity Small Cap Index | Other securities | — | — | $290K | 0.5% | |
| Hartford Healthcare Y | Other securities | — | — | $280K | 0.4% | |
| Vanguard Explorer Adm | Other securities | — | — | $213K | 0.3% | |
| R6 Columbia Dividend Inc R | Common Stock | — | — | $155K | 0.2% | |
| Federated Hermes High Yld Bd IS | Other securities | — | — | $143K | 0.2% | |
| American Beacon American Beacon Small Cap Val R5 | Other securities | — | — | $38K | <0.1% | |
| State Street State Street Instl US Govt Money | Other securities | — | — | $32K | <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 | — |
