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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | BROKER | $401 | — |
| NATIONAL FINANCIAL SERVICES |
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.
| % of plan | |||
|---|---|---|---|
| LARGE VALUE FUND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 007 | Pooled Separate Account | $8.5M | 9.8% |
| STOCK INDEX FUND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 021 | Pooled Separate Account | $6.4M | 7.4% |
| NEW YORK LIFE ANCHOR NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582860 / PN 125 | Pooled Separate Account | $5.7M | 6.5% |
| BALANCED FUND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | $3.8M | 4.4% |
| MONEY MARKET FUND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 016 | Pooled Separate Account | $2.5M | 2.9% |
| 04-3523567 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
