Certex USA, LLC's EIN is 20-1211126.
Download the official 2023 Form 5500 (PDF) for Certex USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Certex USA, LLC's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | 39-0989781 | LOS ANGELES, CA | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company Transamerica Stable Value Advantage Option | Stable Value | — | — | $2.2M | 9.0% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $2.1M | 8.4% | |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 008 | Pooled Separate Account | — | — | $1.8M | 7.4% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $1.8M | 7.2% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $1.5M | 6.2% | |
| AMER FUNDS FUNDAMENTAL INVESTORS IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 009 | Pooled Separate Account | — | — | $1.3M | 5.3% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $1.2M | 4.7% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $1.1M | 4.6% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $989K | 4.0% | |
| JANUS FORTY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 199 | Pooled Separate Account | — | — | $958K | 3.9% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $890K | 3.6% | |
| COLUMBIA SELECT MID CAP VALUE INV O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 397 | Pooled Separate Account | — | — | $809K | 3.3% | |
| TRANSAMERICA SMALL/MID CAP VALUE RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 093 | Pooled Separate Account | — | — | $757K | 3.1% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $717K | 2.9% | |
| PGIM JENNISON NATURAL RESOURCES INV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 084 | Pooled Separate Account | — | — | $697K | 2.8% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $622K | 2.5% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $566K | 2.3% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $428K | 1.7% | |
| AMERICAN FUNDS AMCAP INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 014 | Pooled Separate Account | — | — | $402K | 1.6% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $388K | 1.6% | |
| FIDELITY ADVISOR SMALL CAP INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 445 | Pooled Separate Account | — | — | $364K | 1.5% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $349K | 1.4% | |
| BLACKROCK EQUITY DIVIDEND INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 124 | Pooled Separate Account | — | — | $335K | 1.4% | |
| STATE STREET EMERGING MARKETS INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $305K | 1.2% | |
| NUVEEN REAL ESTATE SECURITIES RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 075 | Pooled Separate Account | — | — | $295K | 1.2% | |
| INVESCO MAIN STREET INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 012 | Pooled Separate Account | — | — | $272K | 1.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE INV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 023 | Pooled Separate Account | — | — | $260K | 1.0% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $248K | 1.0% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $178K | 0.7% | |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 245 | Pooled Separate Account | — | — | $145K | 0.6% | |
| ALLSPRING PREC METALS INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 126 | Pooled Separate Account | — | — | $142K | 0.6% | |
| CALVERT EQUITY INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 439 | Pooled Separate Account | — | — | $138K | 0.6% | |
| PRUDENTIAL JENNISON UTILITY INV OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 085 | Pooled Separate Account | — | — | $116K | 0.5% | |
| BLACKROCK GLOBAL ALLOCATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 281 | Pooled Separate Account | — | — | $108K | 0.4% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $65K | 0.3% | |
| AMER CENT INFLATION-ADJ BOND INV OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 042 | Pooled Separate Account | — | — | $57K | 0.2% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $48K | 0.2% | |
| AEGON US CORE PLUS RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 312 | Pooled Separate Account | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.