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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | Other securities | — | — | $450K | 26.4% | |
| Vanguard Target Retrmnt 2030 N/R | Other securities | — | — | $235K | 13.8% | |
| Federated FedeRtd Hermes US Trsry Cash Rsrv IS N/R | Cash / Money Market | — | — | $221K | 13.0% | |
| Vanguard Target Retrmnt 2035 N/R | Other securities | — | — | $172K | 10.1% | |
| Vanguard Target Retrmnt 2020 N/R | Other securities | — | — | $161K | 9.5% | |
| Vanguard Target Retrmnt Inc N/R | Common Stock | — | — | $158K | 9.3% | |
| Vanguard Target Retrmnt 2025 N/R | Other securities | — | — | $151K | 8.9% | |
| American Funds American Funds EuroPacific Gr R6 N/R | Mutual Funds | — | — | $43K | 2.6% | |
| Fidelity US Bd Index N/R | Other securities | — | — | $29K | 1.7% | |
| Insurance General Account * TFLIC General Insurance Account N/R | Other securities | — | — | $24K | 1.4% | |
| Victory Sycamore Small Co Opp R6 N/R | Common Stock | — | — | $24K | 1.4% | |
| Loomis Sayles Loomis Sayles Small Cap Gr N N/R | Other securities | — | — | $19K | 1.1% | |
| Vanguard Target Retrmnt 2040 N/R | Other securities | — | — | $10K | 0.6% | |
| Fidelity Mid Cap Index N/R | Other securities | — | — | $4K | 0.2% | |
| Transamerica Capital, Inc. Transamerica High Yield Bd R4 N/R | Common Stock | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
