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 |
|---|---|---|---|---|---|
| COMPENSATION SYSTEMS | 35-1277460 | — | RECORDKEEPER | $40K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT ADVISORY | $53K | — |
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 |
|---|---|---|---|
| TRANS RETIREONTRACK 2030 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | $3.6M | 12.5% |
| TRANS RETIREONTRACK 2045 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | $3.2M | 11.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES | 04-3109325 | — | BROKER | $0 | — |
| TRANS RETIREONTRACK 2040 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 |
Pooled Separate Account |
| $3.2M |
| 11.0% |
| TRANS RETIREONTRACK 2050 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | $2.9M | 10.1% |
| TRANS RETIREONTRACK 2055 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | $2.5M | 8.7% |
| TRANS RETIREONTRACK 2060 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | $2.4M | 8.2% |
| TRANS RETIREONTRACK 2035 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | $2.4M | 8.2% |
| TRANSAMERICA PARNTERS STOCK INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $2.0M | 6.9% |
| MFS GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 404 | Pooled Separate Account | $1.5M | 5.2% |
| TRANS RETIREONTRACK 2025 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | $642K | 2.2% |
| ALL SPRING SPECIAL MID CAP VALUE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 748 | Pooled Separate Account | $538K | 1.8% |
| AMERICAN FUNDS WASHINGTON MUTUAL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 235 | Pooled Separate Account | $414K | 1.4% |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | $395K | 1.4% |
| VANGUARD SMALLCAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $344K | 1.2% |
| VANGUARD SMALL-CAP VALUE INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | $331K | 1.1% |
| JANUS HENDERSON ENT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 650 | Pooled Separate Account | $331K | 1.1% |
| PIMCO INTERNATIONAL STOCKSPLUS AR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 672 | Pooled Separate Account | $295K | 1.0% |
| AMER FUNDS BOND FUND OF AMERICA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 387 | Pooled Separate Account | $255K | 0.9% |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | $235K | 0.8% |
| FIDELITY ADV STRAT INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 576 | Pooled Separate Account | $183K | 0.6% |
| TRANS RETIREONTRACK 2020 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | $166K | 0.6% |
| HARTFORD SMALL CAP GROWTH HLS RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 647 | Pooled Separate Account | $161K | 0.6% |
| TRANS RETIREONTRACK 2015 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 688 | Pooled Separate Account | $105K | 0.4% |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 628 | Pooled Separate Account | $103K | 0.4% |
| VANGUARD REIT INDEX REPT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $90K | 0.3% |
| TRANS RITEONTRACK 2065 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 444 | Pooled Separate Account | $81K | 0.3% |
| TRANS RETIREONTRACK 2010 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 687 | Pooled Separate Account | $77K | 0.3% |
