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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | ADVISORY | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | Other securities | — | — | $1.6M | 15.7% | |
| Vanguard Target Retirement 2025 Inv | Other securities | — | — | $1.3M | 12.8% | |
| Vanguard Target Retirement 2030 Inv | Other securities | — | — | $1.2M | 11.8% | |
| Vanguard Target Retirement 2040 Inv | Other securities | — | — | $1.0M | 10.1% | |
| Vanguard Target Retirement 2060 Inv | Other securities | — | — | $626K | 6.2% | |
| Vanguard Target Retirement 2045 Inv | Other securities | — | — | $605K | 5.9% | |
| Vanguard Target Retirement 2055 Inv | Other securities | — | — | $493K | 4.8% | |
| Vanguard Target Retirement 2050 Inv | Other securities | — | — | $484K | 4.8% | |
| Gabelli Gold I | Other securities | — | — | $477K | 4.7% | |
| Transamerica Stable Value Core Collective Trust | Common Collective Trusts | — | — | $363K | 3.6% | |
| Notes Receivable From Participants | Other securities | — | — | $335K | 3.3% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $278K | 2.7% | |
| T Rowe Price Growth Stock I | Other securities | — | — | $202K | 2.0% | |
| Vanguard Target Retirement Income Inv | Other securities | — | — | $163K | 1.6% | |
| Vanguard Target Retirement 2020 Inv | Other securities | — | — | $152K | 1.5% | |
| Vanguard Target Retirement 2065 Inv | Other securities | — | — | $124K | 1.2% | |
| Fidelity Select Software & IT Svcs Port | Other securities | — | — | $121K | 1.2% | |
| Columbia Small Cap Index Instl3 | Other securities | — | — | $85K | 0.8% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $83K | 0.8% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $74K | 0.7% | |
| Vanguard Energy Index Adm | Other securities | — | — | $60K | 0.6% | |
| Janus Henderson Small Cap Value T | Other securities | — | — | $54K | 0.5% | |
| Vanguard Financials Index Adm | Other securities | — | — | $43K | 0.4% | |
| American Funds Washington Mutual R6 | Other securities | — | — | $43K | 0.4% | |
| Cohen & Steers Real Estate Securities I | Other securities | — | — | $42K | 0.4% | |
| Vanguard Consumer Discretionary Idx Adm | Other securities | — | — | $35K | 0.3% | |
| Vanguard International Growth Inv | Other securities | — | — | $29K | 0.3% | |
| Vanguard Materials Index Adm | Other securities | — | — | $28K | 0.3% | |
| MFS Mid Cap Growth R6 | Other securities | — | — | $17K | 0.2% | |
| Victory RS Small Cap Growth Y | Other securities | — | — | $14K | 0.1% | |
| Loomis Sayles Bond N | Other securities | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | Other securities | — | — | $7K | <0.1% | |
| American Funds EuroPacific GrR6 | Other securities | — | — | $2K | <0.1% | |
| J Hancock Bond I | Other securities | — | — | $777 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
