Checkalt-ERAS, LLC's EIN is 34-0941254.
Download the official 2022 Form 5500 (PDF) for Checkalt-ERAS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Checkalt-ERAS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $3K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $2K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $1.5M | 25.8% | |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 579 | Pooled Separate Account | — | — | $560K | 9.8% | |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $373K | 6.5% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $370K | 6.5% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $307K | 5.4% | |
| TA BlackRock Lifepath Index 2025 Ret Opt Pooled Separate Accounts | Pooled Separate Accounts | — | — | $294K | 5.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $294K | 5.1% | |
| TA BlackRock Lifepath Index Retirement Opt Pooled Separate Accounts | Pooled Separate Accounts | — | — | $238K | 4.2% | |
| TRANSAMERICA LIFEGOAL RET WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $238K | 4.2% | |
| TRANSAMERICA INTL STOCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $235K | 4.1% | |
| TRANSAMERICA STABLE VALUE CORE OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $230K | 4.0% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $200K | 3.5% | |
| TA BlackRock Lifepath Index 2035 Ret Opt Pooled Separate Accounts | Pooled Separate Accounts | — | — | $182K | 3.2% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $182K | 3.2% | |
| TA BlackRock Lifepath Index 2045 Ret Opt Pooled Separate Accounts | Pooled Separate Accounts | — | — | $179K | 3.1% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $179K | 3.1% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $149K | 2.6% | |
| TA BlackRock Lifepath Index 2030 Ret Opt Pooled Separate Accounts | Pooled Separate Accounts | — | — | $137K | 2.4% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $137K | 2.4% | |
| TRANSAMERICA INTL GOAL RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $132K | 2.3% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $132K | 2.3% | |
| TA BlackRock Lifepath Index 2040 Ret Opt Pooled Separate Accounts | Pooled Separate Accounts | — | — | $105K | 1.8% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $105K | 1.8% | |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $87K | 1.5% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $48K | 0.8% | |
| MORGAN STANLEY GROWTH OPPORTUNITIES TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 167 | Pooled Separate Account | — | — | $46K | 0.8% | |
| TA BlackRock Lifepath Index 2055 Ret Opt Pooled Separate Accounts | Pooled Separate Accounts | — | — | $36K | 0.6% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $36K | 0.6% | |
| STATE STREET RUSSELL SMALL CAP VALU TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $23K | 0.4% | |
| OAKMARK INTERNATIONAL RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 539 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO INTERNATIONAL GROWTH RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 116 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
