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 | 36-6071399 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC-THE 401(K) EXPERTS | 26-2091417 | ST. PAUL, MN | TPA | $8K | — |
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 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | $298K | 19.5% |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | $208K | 13.6% |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 |
Pooled Separate Account |
| $189K |
| 12.4% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | $134K | 8.8% |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | $113K | 7.4% |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | $104K | 6.8% |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | $86K | 5.6% |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | $56K | 3.6% |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | $44K | 2.9% |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | $41K | 2.7% |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | $27K | 1.8% |
| METROPOLITAN WEST TOTAL RET BD RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 772 | Pooled Separate Account | $25K | 1.6% |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | $15K | 1.0% |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | $14K | 0.9% |
| BLACKROCK ADVANTAGE SMALL CAP CORE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 195 | Pooled Separate Account | $10K | 0.6% |
| MFS VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 710 | Pooled Separate Account | $7K | 0.4% |
| DWS RREEF REAL ESTATE SECS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 026 | Pooled Separate Account | $6K | 0.4% |
| MACQUARIE MID CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 115 | Pooled Separate Account | $6K | 0.4% |
| BLACKROCK HI YLD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 219 | Pooled Separate Account | $6K | 0.4% |
| HARTFORD BALANCED INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 880 | Pooled Separate Account | $5K | 0.3% |
| JANUS HENDERSON BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 227 | Pooled Separate Account | $4K | 0.3% |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | $3K | 0.2% |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | $1K | <0.1% |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 194 | Pooled Separate Account | $0 | <0.1% |
