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 | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK EDGE ADVISORS, LLC | — | CLEVELAND, OH | INVESTMENT CONSULTANT | $75K | — |
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.
| % of plan | |||
|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS C TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES WENDLING CPAS | — | CLEVELAND, OH | AUDITOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANTZ WARD LLP | — | CLEVELAND, OH | ATTORNEY | $8K | — |