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 | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 34-1597728 | — | BROKER | $4K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Long-Term Investment-Grade Adm | Mutual Funds | 1,184,262 | $10.2M | $8.9M | 53.1% | |
| Vanguard Institutional Index I | Mutual Funds | 4,059 | $1.1M | $1.9M | 11.6% | |
| Vanguard Long-Term Bond Index I | Mutual Funds | 125,525 | $1.7M | $1.3M | 7.8% | |
| Transamerica International Equity R6 | Other securities | 24,065 | $447K | $494K | 2.9% | |
| Hartford International Opportunities R6 | Other securities | 24,680 | $403K | $475K | 2.8% | |
| Harbor Capital Appreciation Instl | Other securities | 3,174 | $245K | $361K | 2.1% | |
| Touchstone Value Institutional | Other securities | 28,560 | $282K | $338K | 2.0% | |
| DFA International Small Company I | Mutual Funds | 15,169 | $293K | $294K | 1.8% | |
| Federated Hermes Govt Oblig Premier | Other securities | 287,041 | $287K | $287K | 1.7% | |
| Hartford Schroders Diversified Emer Mark Sdr | Other securities | 31,731 | $241K | $266K | 1.6% | |
| Vanguard Mid Cap Index I | Mutual Funds | 3,409 | $150K | $246K | 1.5% | |
| AMG TimesSquare Small Cap Growth Z | Other securities | 17,500 | $254K | $229K | 1.4% | |
| Victory Integrity Small-Cap Value R6 | Other securities | 6,789 | $250K | $214K | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SECURITIES BROKER |
| $0 |
| — |
