Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $36K | — |
| CREATIVE RETIREMENT SYSTEMS, INC. | 31-1299207 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/A | Mutual Funds | — | — | $7.5M | 14.0% | |
| Hartford Dividend and Growth R6 N/A | Other securities | — | — | $7.4M | 14.0% | |
| JPMorgan Large Cap Growth R6 N/A | Other securities | — | — | $7.1M | 13.3% | |
| Victory Core Plus Intermediate Bond R6 N/A | Other securities | — | — | $3.1M | 5.8% | |
| Federated Hermes Total Return Bd R6 N/A | Other securities | — | — | $2.9M | 5.5% | |
| BlackRock Inflation Protected Bond K N/A | Other securities | — | — | $2.5M | 4.8% | |
| Guaranteed Annuity Contract * Transamerica Stable Value Core Account N/A | Other securities | — | — | $2.2M | 4.1% | |
| Mainstay MacKay High Yield Corp Bond I N/A | Common Stock | — | — | $1.9M | 3.6% | |
| American Funds New World R6 N/A | Other securities | — | — | $1.9M | 3.5% | |
| MFS International Growth R6 N/A | Other securities | — | — | $1.9M | 3.5% | |
| American Funds New Perspective R6 N/A | Other securities | — | — | $1.7M | 3.2% | |
| American Century Small Cap Growth Fund N/A | Other securities | — | — | $1.7M | 3.2% | |
| Janus Henderson Global Equity Income A N/A | Other securities | — | — | $1.6M | 3.0% | |
| JPMorgan Mid Cap Growth R6 N/A | Other securities | — | — | $1.6M | 3.0% | |
| Fidelity International Index N/A | Other securities | — | — | $1.5M | 2.7% | |
| Franklin Small Cap Value R6 N/A | Other securities | — | — | $1.4M | 2.7% | |
| Vanguard Small Cap Index Adm N/A | Other securities | — | — | $1.3M | 2.4% | |
| Vanguard Mid Cap Index Adm N/A | Other securities | — | — | $1.2M | 2.3% | |
| American Century Mid Cap Value R6 N/A | Other securities | — | — | $1.1M | 2.2% | |
| Cohen & Steers Real Estate Securities Z N/A | Other securities | — | — | $935K | 1.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORGAN STANLEY |
| 26-4310632 |
| — |
| INVESTMENT ADVISORY |
| $74K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS | 25-1408703 | — | AUDIT | $18K | — |
