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 LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $788 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY-PLAN | $10K | — |
| MESIROW FINANCIAL, INC. |
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 | |||
|---|---|---|---|
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $0 | — |
| AB HIGH INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 508 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| IVY SCIENCE & TECHNOLOGY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 271 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SMALL CAP VALU TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 046 | Pooled Separate Account | $0 | — |
| VAN ECK GLOBAL HARD ASSETS RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 611 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | $0 | — |
| TA WELLS FARGO PRECIOUS METALS RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 276 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SMALL CAP GROW TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 121 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | $0 | — |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $0 | — |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 302 | Pooled Separate Account | $0 | — |
| EATON VANCE ATLANTA CAP SMID-CAP RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 638 | Pooled Separate Account | $0 | — |
| MFS INTERNATIONAL VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 518 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $0 | — |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | $0 | — |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | $0 | — |
| LORD ABBETT HIGH YIELD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 663 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 249 | Pooled Separate Account | $0 | — |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 579 | Pooled Separate Account | $0 | — |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $0 | — |
| PRUDENTIAL JENNISON NTRL RES RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 272 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH IDX 2060 RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $0 | — |
| 36-3194849 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $572 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS, LLC | 43-1829594 | — | TPA | $1K | — |
