Mary Fitzgerald signed Crosscom National, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crosscom National, LLC's EIN is 20-1721299.
Download the official 2024 Form 5500 (PDF) for Crosscom National, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crosscom National, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | — | RECORDKEEPER | $43K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $630 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $4.5M | 59.2% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2040 Fund | Common Stocks | — | — | $1.1M | 14.0% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2045 Fund | Common Stocks | — | — | $819K | 10.7% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2030 Fund | Common Stocks | — | — | $794K | 10.4% | |
| JP Morgan JPMorgan Core Bond R6 ** 881 JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $667K | 8.7% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2055 Fund | Common Stocks | — | — | $464K | 6.1% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2050 Fund | Common Stocks | — | — | $396K | 5.2% | |
| Vanguard Total Stock Mkt Index Adm | Mutual Funds | — | — | $389K | 5.1% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2025 Fund | Common Stocks | — | — | $356K | 4.7% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2035 Fund | Common Stocks | — | — | $302K | 4.0% | |
| Fully Benefit-Responsive Investment Contract * Transamerica Life Insurance Company Transamerica Stable Value Advantage Option | Stable Value | — | — | $294K | 3.8% | |
| Janus Henderson Janus Henderson Balanced | Mutual Funds | — | — | $268K | 3.5% | |
| First Eagle First Eagle Overseas R6 | Other securities | — | — | $246K | 3.2% | |
| American Funds American Funds American Mutual R6 | Pooled Separate Accounts | — | — | $242K | 3.2% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2060 Fund | Common Stocks | — | — | $233K | 3.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $159K | 2.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $154K | 2.0% | |
| Fidelity Advisor Focus | Mutual Funds | — | — | $114K | 1.5% | |
| Dimensional Fund Advisort DFA U.S. Targeted Value I | Mutual Funds | — | — | $84K | 1.1% | |
| Transamerica Life Insurance Company Transamerica Lifegoal Retirement Fund | Common Stocks | — | — | $83K | 1.1% | |
| JP Morgan JPMorgan Mid Cap Growth R6 | Other securities | — | — | $83K | 1.1% | |
| MFS Investment Management PIMCO Income Instl | Mutual Funds | — | — | $82K | 1.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $77K | 1.0% | |
| Cohen & Steers Cohhen & Steers Real Estate Securities Z | Other securities | — | — | $73K | 1.0% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $69K | 0.9% | |
| Participant loans Interest rate of 4.25% to 9.50% -0- | Bonds / Notes | — | — | $34K | 0.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $34K | 0.4% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $32K | 0.4% | |
| Pioneer Investments Pioneer Bond K | Other securities | — | — | $23K | 0.3% | |
| Interest Bearing Cash * Transamerica Life Insurance Company Diversified Cash Reserve Fund | Cash / Money Market | — | — | $19K | 0.2% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2065 | Common Stocks | — | — | $9K | 0.1% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $6K | <0.1% | |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 477 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIRST EAGLE OVERSEAS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 291 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 394 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NUVEEN REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 075 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 671 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADV EMERGING MKT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 288 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LFSTRTGY INC RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LFSTRTGY MD GR RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. TRGTED VAL PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% |
