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 | $17K | — |
| THE RETIREMENT ADVANTAGE | 39-1816008 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY - PL | $3K | — |
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 |
|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2040 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | $0 | — |
| AFDS NEW PERSPECTIVE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METZ CPA LLC | 46-4558541 | — | AUDIT | $3K | — |
| TRANSAMERICA LIFEGOAL 2035 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 |
Pooled Separate Account |
| $0 |
| — |
| TRANSAMERICA LIFEGOAL 2050 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2030 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MID CAP INDX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| TA VANGUARD SMALL-CAP VALUE IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2055 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $0 | — |
| TA VANGUARD SMALL-CAP IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $0 | — |
| EATON VANCE GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 374 | Pooled Separate Account | $0 | — |
| IVY MID CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 515 | Pooled Separate Account | $0 | — |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $0 | — |
| VICTORY SYCAMORE ESTABLISHED VALUE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 613 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2045 W/BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $0 | — |
| DREYFUS INTERNATIONAL STOCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 528 | Pooled Separate Account | $0 | — |
| JPMORGAN US EQUITY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 297 | Pooled Separate Account | $0 | — |
| FIDELITY ADV STRATEGIC INC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 576 | Pooled Separate Account | $0 | — |
| TA VANGUARD TOTAL STOCK MARKET IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | $0 | — |
| COLUMBIA DIVIDENT INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 635 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP INDEX 2060 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | $0 | — |
| PIONEER BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 091 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LG CP GR IDX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY GOV'T BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 355 | Pooled Separate Account | $0 | — |
