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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | 59-3331424 | — | INVESTMENT ADVISORY-PLAN | $43K | — |
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 |
|---|---|---|---|
| INVESCO STABLE VALUE TRUST RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 377 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY SMALL CP VAL II R1 |
Common Collective Trust |
| $0 |
| — |
| MID CAP GROWTH FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | — |
| SMALL CAP GR FUND II FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | $0 | — |
