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 LIFE INSURANCE COMPANY | 39-0989781 | CEDAR RAPIDS, IA | RECORDKEEPER | $11K | — |
| EMPOWER ANNUITY CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | INVESTMENT ADVISOR | $5K | — |
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 |
|---|---|---|---|
| WMC DISCIPLINED US GROWTH RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA SHRTHORZNRETOPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 429 | Pooled Separate Account | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | CHARLOTTE, NC | CONTRACT ADMIN` | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMNT | $112 | — |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 429 |
Pooled Separate Account |
| $0 |
| <0.1% |
| TRANSAMERICA LONGHORZNRETOPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 433 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA ASSET ALLOC SHORTNTE TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 430 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA ASSET ALLOC INTERLONG TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 432 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA ASSET ALLOC INTER HORI TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 431 | Pooled Separate Account | $0 | <0.1% |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | $0 | <0.1% |
| LOOMIS SAYLES BOND RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | $0 | <0.1% |
| JPMORGAN GOVERNMENT SECURITIES RET TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 158 | Pooled Separate Account | $0 | <0.1% |
| JANUS HENDERSON RESEARCH RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 148 | Pooled Separate Account | $0 | <0.1% |
| JANUS FORTY RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 199 | Pooled Separate Account | $0 | <0.1% |
| INVESCO INTERNATIONAL GROWTH RET OP TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 195 | Pooled Separate Account | $0 | <0.1% |
| INVESCO CHARTER RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 438 | Pooled Separate Account | $0 | <0.1% |
| INVESCO AMERICA FRANCHISE RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-3989781 / PN 137 | Pooled Separate Account | $0 | <0.1% |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 147 | Pooled Separate Account | $0 | <0.1% |
| GOLDMAN SACHS LARGE CAP VALUE RET O TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 141 | Pooled Separate Account | $0 | <0.1% |
| FRANKLIN SMALL-MID CAP GROWTH RET O TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 197 | Pooled Separate Account | $0 | <0.1% |
| FIDELITY CONTRAFUND RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 139 | Pooled Separate Account | $0 | <0.1% |
| FEDERATED HERMES MDT SM CAP CORE RE TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 140 | Pooled Separate Account | $0 | <0.1% |
| AMERICA CENTURY GLOBAL GROWTH RET TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 149 | Pooled Separate Account | $0 | <0.1% |
| AEGON BOND RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | $0 | <0.1% |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | $0 | <0.1% |
