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 |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $18K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||
|---|---|---|---|
| AMERICAN FUNDS BLNCD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | $0 | — |
| FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135 | Pooled Separate Account | $0 | — |
| FIDELITY GLOBAL EX U.S. INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 158 | Pooled Separate Account | $0 | — |
| FIDELITY MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 138 | Pooled Separate Account | $0 | — |
| FIDELITY SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 139 | Pooled Separate Account | $0 | — |
| FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161 | Pooled Separate Account | $0 | — |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | $0 | — |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | $0 | — |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 688 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 689 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 691 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 693 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 817 | Pooled Separate Account | $0 | — |
| 42-0947998 |
| — |
| TRUSTEE |
| $83 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES | 59-1237041 | — | INVESTMENT ADV.-PLAN | $4K | — |