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 | — | RECORD KEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retrmnt 2035 N/R | Other securities | — | — | $1.3M | 14.3% | |
| Fidelity 500 Index N/R | Other securities | — | — | $1.2M | 13.3% | |
| Vanguard Target Retrmnt 2025 N/R | Other securities | — | — | $1.2M | 12.7% | |
| Vanguard Target Retrmnt 2050 N/R | Other securities | — | — | $858K | 9.3% | |
| Vanguard Target Retrmnt 2045 N/R | Other securities | — | — | $850K | 9.2% | |
| Vanguard Target Retrmnt 2040 N/R | Other securities | — | — | $804K | 8.7% | |
| Vanguard Target Retrmnt 2030 N/R | Other securities | — | — | $631K | 6.8% | |
| Vanguard Target Retrmnt 2055 N/R | Other securities | — | — | $554K | 6.0% | |
| Vanguard Target Retrmnt 2020 N/R | Other securities | — | — | $552K | 6.0% | |
| Federated FedeRtd Hermes US Trsry Cash Rsrv IS N/R | Cash / Money Market | — | — | $326K | 3.5% | |
| Vanguard Target Retrmnt Inc N/R | Common Stock | — | — | $258K | 2.8% | |
| Vanguard Target Retrmnt 2060 N/R | Other securities | — | — | $219K | 2.4% | |
| Participant Loans Interest rates ranging from 4.25% - 9.50% $0 | Bonds / Notes | — | — | $160K | 1.7% | |
| Fidelity US Bd Index N/R | Other securities | — | — | $70K | 0.8% | |
| Fidelity Mid Cap Index N/R | Other securities | — | — | $69K | 0.7% | |
| Vanguard Target Retrmnt 2065 Inv N/R | Other securities | — | — | $42K | 0.5% | |
| s * Transamerica Capital, Inc. Transamerica High Yield Bd R4 N/R | Mutual Funds | — | — | $40K | 0.4% | |
| American Funds American Funds EuroPacific Gr R6 N/R | Other securities | — | — | $38K | 0.4% | |
| Insurance General Account * TFLIC General Insurance Account N/R | Other securities | — | — | $33K | 0.4% | |
| Victory Sycamore Small Co Opp R6 N/R | Common Stock | — | — | $16K | 0.2% | |
| Loomis Sayles Loomis Sayles Small Cap Gr N N/R | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
