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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY | $1K | — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $202 | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ALLSPRING SPECIAL SM CP VAL RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 945 | Pooled Separate Account | $0 | — |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 834 | Pooled Separate Account | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES LP | 20-1181458 | — | TPA | $1K | — |
| AMERICAN FDS 2015 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 688 |
Pooled Separate Account |
| $0 |
| — |
| AMERICAN FDS 2020 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | $0 | — |
| AMERICAN FDS 2025 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | $0 | — |
| AMERICAN FDS 2030 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | $0 | — |
| AMERICAN FDS 2035 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | $0 | — |
| AMERICAN FDS 2040 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | $0 | — |
| AMERICAN FDS 2010 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 687 | Pooled Separate Account | $0 | — |
| AMERICAN FDS 2050 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | $0 | — |
| AMERICAN FDS 2055 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | $0 | — |
| AMERICAN FDS 2060 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | $0 | — |
| AMERICAN FDS NEW PERSPECTIVE RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 828 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS BALANCE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 841 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 628 | Pooled Separate Account | $0 | — |
| BLACKROCK HIGH YIELD BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 848 | Pooled Separate Account | $0 | — |
| CLEARBRIDGE MID CAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 883 | Pooled Separate Account | $0 | — |
| COLUMBIA CONTRARIAN CORE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 864 | Pooled Separate Account | $0 | — |
| COLUMBIA DIVIDEND INC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 028 | Pooled Separate Account | $0 | — |
| DEUTSCHE REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 943 | Pooled Separate Account | $0 | — |
| DFA EMERGING MKT PORTFOLIO RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 525 | Pooled Separate Account | $0 | — |
| DFA INF-PROTECTED SEC PRFT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 526 | Pooled Separate Account | $0 | — |
| DFA U.S. SMALL CAP PRTF RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 725 | Pooled Separate Account | $0 | — |
| FRANKLIN GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 871 | Pooled Separate Account | $0 | — |
| WESTERN ASSET CORE PLUS BD RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 915 | Pooled Separate Account | $0 | — |
| JPMORGAN U.S. SMALL CO RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 884 | Pooled Separate Account | $0 | — |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | $0 | — |
| TA VANGUARD TOTAL STOCK MKT IDX RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | $0 | — |
| TRANSAMERICA FLEXIBLE INC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 787 | Pooled Separate Account | $0 | — |
| TRANSAMERICA INTL EQUITY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 791 | Pooled Separate Account | $0 | — |
| AMERICAN FDS 2045 TRGT DT RTMNT RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | $0 | — |
