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 | $7K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | RECORDKEEPER (TPA) | $600 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | INVESTMENT ADVISORY | $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 |
|---|---|---|---|
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | $0 | — |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $0 | — |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 |
Pooled Separate Account |
| $0 |
| — |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 046 | Pooled Separate Account | $0 | — |
| STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 117 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 120 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 122 | Pooled Separate Account | $0 | — |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 526 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 678 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 680 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 682 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 822 | Pooled Separate Account | $0 | — |
| DFA GLOB EQT PORT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 722 | Pooled Separate Account | $0 | — |
| DFA INTRNTL SM COMP PORT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 724 | Pooled Separate Account | $0 | — |
| DFA U.S. SM CAP PORT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 725 | Pooled Separate Account | $0 | — |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 911 | Pooled Separate Account | $0 | — |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | $0 | — |
| AEGON BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 100 | Pooled Separate Account | $0 | — |
| WMC CORE EQUITY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 168 | Pooled Separate Account | $0 | — |
| BLACKROCK HI YLD BD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 848 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 121 | Pooled Separate Account | $0 | — |
