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 | — | RECORD KEEPER | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| GOALPATH 2030 AGG PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 303 | Common Collective Trust | $8.5M | 8.9% |
| GOALPATH 2040 MODERATE PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 308 | Common Collective Trust | $7.0M | 7.3% |
| GOALPATH 2020 MODERATE PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 302 | Common Collective Trust | $6.5M | 6.7% |
| GOALPATH 2050 MODERATE PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 311 | Common Collective Trust | $6.4M | 6.6% |
| GOALPATH 2030 MODERATE PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 305 | Common Collective Trust | $5.9M | 6.1% |
| GOALPATH 2040 AGG PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 306 | Common Collective Trust | $5.0M | 5.3% |
| GOALPATH 2020 AGG PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 300 | Common Collective Trust | $4.8M | 5.0% |
| GOALPATH 2050 CONSV PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 310 | Common Collective Trust | $2.6M | 2.7% |
| GOALPATH 2060 CONSV PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 313 | Common Collective Trust | $2.1M | 2.1% |
| GOALPATH 2060 AGG PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 312 | Common Collective Trust | $1.6M | 1.6% |
| GOALPATH 2040 CONSV PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 307 | Common Collective Trust | $1.6M | 1.6% |
| GOALPATH 2050 AGG PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 309 | Common Collective Trust | $1.0M | 1.1% |
| GOALPATH 2030 CONSV PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 304 | Common Collective Trust | $929K | 1.0% |
| GOALPATH 2020 CONSV PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 301 | Common Collective Trust | $928K | 1.0% |
| GOALPATH 2060 MODERATE PORTFOLIO I TD AMERITRADE · EIN 20-0937408 / PN 314 | Common Collective Trust | $594K | 0.6% |