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 FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $25K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. |
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 | |||
|---|---|---|---|
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | $419K | 14.8% |
| PIMCO TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 349 | Pooled Separate Account | $409K | 14.5% |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | $348K | 12.3% |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | $208K | 7.4% |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 526 | Pooled Separate Account | $196K | 7.0% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | $184K | 6.5% |
| AMERICAN FDS FDAMENTAL INVS RT ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 232 | Pooled Separate Account | $175K | 6.2% |
| TA BLACKROCK LP INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 304 | Pooled Separate Account | $172K | 6.1% |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | $125K | 4.4% |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 308 | Pooled Separate Account | $109K | 3.9% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | $109K | 3.9% |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 305 | Pooled Separate Account | $44K | 1.6% |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 307 | Pooled Separate Account | $40K | 1.4% |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 306 | Pooled Separate Account | $14K | 0.5% |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 309 | Pooled Separate Account | $9K | 0.3% |
| TA BLACKROCK LP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 301 | Pooled Separate Account | $2K | <0.1% |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 303 | Pooled Separate Account | $2K | <0.1% |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 302 | Pooled Separate Account | $0 | <0.1% |
| 13-2808480 |
| — |
| INVESTMENT ADVISORY |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
