Brian Nelson signed Efficient Collaborative Retail Marketing Company DBA ECRM's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Efficient Collaborative Retail Marketing Company DBA ECRM's EIN is 34-1752681.
Download the official 2024 Form 5500 (PDF) for Efficient Collaborative Retail Marketing Company DBA ECRM from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Efficient Collaborative Retail Marketing Company DBA ECRM's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $5K | — |
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 Fund | Common Collective Trusts | — | — | $1.8M | 8.6% | |
| TRANSAMERICA PRTNR STCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $1.8M | 8.6% | |
| TA BlackRock LifeGoal Index 2050 Fund | Other securities | — | — | $1.8M | 8.6% | |
| TRANSAMERICA LG 2050 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $1.8M | 8.6% | |
| TA BlackRock LifeGoal Index 2040 Fund | Other securities | — | — | $1.8M | 8.6% | |
| TRANSAMERICA LG 2040 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $1.8M | 8.6% | |
| TA BlackRock LifeGoal Index 2035 Fund | Other securities | — | — | $1.7M | 8.0% | |
| TRANSAMERICA LG 2035 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $1.7M | 8.0% | |
| TA BlackRock LifeGoal Index 2045 Fund | Other securities | — | — | $1.4M | 6.9% | |
| TRANSAMERICA LG 2045 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $1.4M | 6.9% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $1.3M | 6.0% | |
| AMERICAN FDS GR FD OF AMER RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 246 | Pooled Separate Account | — | — | $1.3M | 6.0% | |
| TA BlackRock LifeGoal Index 2055 Fund | Other securities | — | — | $1.1M | 5.1% | |
| TRANSAMERICA LG 2055 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $1.1M | 5.1% | |
| TA BlackRock LifeGoal Index 2060 Fund | Other securities | — | — | $1.0M | 4.9% | |
| TRANSAMERICA LG 2060 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $1.0M | 4.9% | |
| TRANSAMERICA LG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 138 | Pooled Separate Account | — | — | $984K | 4.7% | |
| GOLDMAN SACHS MID-CAP OPP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 446 | Pooled Separate Account | — | — | $935K | 4.4% | |
| Transamerica Stable Value Advantage Fund | Stable Value | — | — | $761K | 3.6% | |
| Thornburg International Value Fund | Other securities | — | — | $613K | 2.9% | |
| THORNBURG INTL VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 210 | Pooled Separate Account | — | — | $613K | 2.9% | |
| PIONEER DISCIPLINED VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 235 | Pooled Separate Account | — | — | $597K | 2.8% | |
| TA BlackRock LifeGoal Index 2025 Fund | Other securities | — | — | $527K | 2.5% | |
| TRANSAMERICA LG 2025 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $527K | 2.5% | |
| INVESCO MID CAP CORE EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 241 | Pooled Separate Account | — | — | $523K | 2.5% | |
| AMERICAN FDS NEW PERSP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $500K | 2.4% | |
| VIRTUS CEREDEX MID-CAP VAL EQ RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 339 | Pooled Separate Account | — | — | $493K | 2.3% | |
| LOOMIS SAYLES INV GRD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $428K | 2.0% | |
| WMC CORE EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 309 | Pooled Separate Account | — | — | $387K | 1.8% | |
| ALGER SMALL CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 216 | Pooled Separate Account | — | — | $353K | 1.7% | |
| TA BlackRock LifeGoal Retirement Fund | Other securities | — | — | $293K | 1.4% | |
| TRANSAMERICA LG RET BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $293K | 1.4% | |
| AEGON US CORE PLUS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 349 | Pooled Separate Account | — | — | $293K | 1.4% | |
| ALLSPRING SMALL CAP VAL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 252 | Pooled Separate Account | — | — | $245K | 1.2% | |
| TA BlackRock LifeGoal Index 2030 Fund | Other securities | — | — | $194K | 0.9% | |
| TRANSAMERICA LG 2030 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $194K | 0.9% | |
| TA VANGUARD SM-CAP VAL IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 133 | Pooled Separate Account | — | — | $185K | 0.9% | |
| TRANSAMERICA SMALL CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 348 | Pooled Separate Account | — | — | $167K | 0.8% | |
| Participant Loans | Participant loans | — | — | $150K | 0.7% | |
| Transamerica Asset Allocation-Growth Fund | Other securities | — | — | $136K | 0.6% | |
| TRANSAMER ASST ALLC-GR PRTF RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 039 | Pooled Separate Account | — | — | $136K | 0.6% | |
| INVESCO GLBL REAL ESTATE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 274 | Pooled Separate Account | — | — | $102K | 0.5% | |
| TA VANGUARD PACIFIC STCK IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 129 | Pooled Separate Account | — | — | $96K | 0.5% | |
| BlackRock Global Allocation Fund | Other securities | — | — | $60K | 0.3% | |
| BLACKROCK GLBL ALLOC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 277 | Pooled Separate Account | — | — | $60K | 0.3% | |
| TA VANGUARD EUROPEAN STCK IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 127 | Pooled Separate Account | — | — | $45K | 0.2% | |
| Templeton Global Bond Fund | Mutual Funds | — | — | $44K | 0.2% | |
| TEMPLETON GLBL BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 350 | Pooled Separate Account | — | — | $44K | 0.2% | |
| INVESCO CONVERTIBLE SEC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 532 | Pooled Separate Account | — | — | $27K | 0.1% | |
| DFA EMERGING MKT PORTFOLIO RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 525 | Pooled Separate Account | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
