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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | INVESTMENT ADVISORY-PLAN | $68K | — |
| Name | EIN | Location | Relation |
|---|
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 |
|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 838 | Pooled Separate Account | $112K | 3.6% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA |
| Direct comp |
|---|
| Indirect comp |
|---|
| WELLS FARGO | — | POUGHKEEPSIE, NY | BROKERAGE HOUSE | $17K | — |
Pooled Separate Account |
| $51K |
| 1.7% |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 836 | Pooled Separate Account | $48K | 1.6% |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 842 | Pooled Separate Account | $30K | 1.0% |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 840 | Pooled Separate Account | $22K | 0.7% |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 839 | Pooled Separate Account | $20K | 0.7% |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 833 | Pooled Separate Account | $10K | 0.3% |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 837 | Pooled Separate Account | $6K | 0.2% |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | $2K | <0.1% |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Common Collective Trust | $2K | <0.1% |
| STATE STREET PRTN SERIES WITH TA AG TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 502 | Common Collective Trust | $1K | <0.1% |
| STATE STREET RUSSELL SMALL CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 355 | Pooled Separate Account | $419 | <0.1% |
| FEDERATED HERMES INSTITUTIONAL HIGH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 942 | Pooled Separate Account | $377 | <0.1% |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | $0 | <0.1% |
| STATE STREET RUSSELL SMALL CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 172 | Pooled Separate Account | $0 | <0.1% |
| STATE STREET EMERGING MARKETS INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 169 | Pooled Separate Account | $0 | <0.1% |
