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 | — | RECORDKEEPER | $30K | — |
| BENEFIT EQUITY INC. | 33-0384246 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY |
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 | |||
|---|---|---|---|
| INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | $0 | — |
| COLUMBIA DIVIDEND INCOME RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 028 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | $0 | — |
| TRANSAMERICA INTERNATNL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | $0 | — |
| TRANSAMERICA BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 787 | Pooled Separate Account | $0 | — |
| TRANSAMERICA CAPITAL GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 789 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS SMALLCAP WORLD RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 845 | Pooled Separate Account | $0 | — |
| JPMORGAN U.S. EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 878 | Pooled Separate Account | $0 | — |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 899 | Pooled Separate Account | $0 | — |
| PGIM TOTAL RETRN BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 902 | Pooled Separate Account | $0 | — |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | $0 | — |
| TRANSAMERICA EMERG MARKETS DEBT RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 786 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | $0 | — |
| FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 032 | Pooled Separate Account | $0 | — |
| NEUBERGER BERMAN STRATGC INCOME RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 042 | Pooled Separate Account | $0 | — |
| ALGER SMALL CAP FOCUS RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 093 | Pooled Separate Account | $0 | — |
| LORD ABBETT GRTH LEADERS RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 120 | Pooled Separate Account | $0 | — |
| ALGER WEATHERBIE SPECIALIZED GR RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 192 | Pooled Separate Account | $0 | — |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | $0 | — |
| 43-0345811 |
| — |
| INVESTMENT ADVISORY - PL |
| $8K |
| — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY - PL | $403 | — |
