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 | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVESTMENT MANAGEMENT INC. | 13-3200244 | — | INVESTMENT ADVISOR | $97K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP MORGAN CHASE BK LDI DIVERSIFIED JP MORGAN CHASE BANK, N.A. · EIN 46-3511871 / PN 001 | Common Collective Trust | — | $16.3M | $19.0M | 99.0% | |
| MONEY MARKET FUNDS Vanguard Federal Money Market | Mutual Funds | — | $198K | $198K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-3784192 |
| — |
| CONSULTANT |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO. , LLP | 16-1131146 | — | AUDITOR | $9K | — |
