Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA RETIREMENT PLAN SPECIALISTS | 94-2279761 | — | RECORDKEEPER | $14K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $816K | 16.5% | |
| JPMORGAN EQUITY INCOME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $672K | 13.6% | |
| JPMORGAN LARGE CAP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $497K | 10.0% | |
| PIMCO INCOME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $281K | 5.7% | |
| PGIM TOTAL RETURN BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $258K | 5.2% | |
| DFA INFL-PROTECTED SEC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $242K | 4.9% | |
| TRANSAMERICA INTL EQUITY TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $216K | 4.4% | |
| TRANSAMERICA INTL GROWTH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $213K | 4.3% | |
| STATE STREET INTL INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $202K | 4.1% | |
| VANGUARD SMALL-CAP INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $198K | 4.0% | |
| AB GLOBAL BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $181K | 3.6% | |
| FIDELITY ADVISOR FOCUS TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $173K | 3.5% | |
| STATE STREET S&P MID CAP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $164K | 3.3% | |
| TA VANGUARD REIT INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $146K | 2.9% | |
| PGIM JENNISON SMALL TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $125K | 2.5% | |
| ALLSPRING SPECIAL SMALL CAP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $118K | 2.4% | |
| AMERICAN CENTURY MID CAP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $109K | 2.2% | |
| Insurance Co. Stable Value Fund * Transamerica Life Transamerica Stable Value Core Fund | Common Stock | — | — | $99K | 2.0% | |
| INVESCO DISCOVERY MID CAP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $99K | 2.0% | |
| AMERICAN FUNDS BALANCED TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 001 | Pooled Separate Account | — | — | $77K | 1.6% | |
| Insurance Co. * Notes Receivable from Interest rate of 4.25% - 9.50% with various $- | Bonds / Notes | — | — | $72K | 1.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| FOURTH DIMENSION WEALTH LLC | 27-4624339 | — | INVESTMENT ADVISORY - PLN | $10K | — |
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | INVESTMENT ADVISORY-PLAN | $7K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY-PLAN | $3K | — |
