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 RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $78K | — |
| REA & ASSOCIATES, INC. | 34-1310124 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | INVESTMENT ADVISORY-PLAN | $78K | — |
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 |
|---|---|---|---|
| NORTHERN TRUST S&P 500 IDX NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | $782K | 2.7% |
| MFS MID CAP GROWTH CLASS CT MFS · EIN 38-4126294 / PN 597 | Common Collective Trust | $263K | 0.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $208 | — |
Common Collective Trust |
| $132K |
| 0.5% |
| NT EXTENDED MKT INDEX NL TIER 4 NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | $67K | 0.2% |
| WILMINGTON TRUST EUROPACIFIC GROWTH WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | $65K | 0.2% |
| NT ACWI EX-US IMI INDEX NL TIER 4 NORTHERN TRUST · EIN 45-6138589 / PN 233 | Common Collective Trust | $43K | 0.1% |
| MFS MID CAP VALUE CLASS CT MFS · EIN 38-4139822 / PN 616 | Common Collective Trust | $34K | 0.1% |
| NT AGGREGATE BOND INDEX NL TIER 4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | $8K | <0.1% |
