Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $12K | — |
| TAX SHELTERED COMPENSATION, INC | 41-0955056 | — | RECORDKEEPER | $800 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 index # | Other securities | — | — | $788K | 13.4% | |
| American Funds New perspective # | Other securities | — | — | $681K | 11.6% | |
| American Funds Washington mutual # | Other securities | — | — | $590K | 10.0% | |
| Vanguard Growth index # | Other securities | — | — | $507K | 8.6% | |
| Investments, at contract value | Other securities | — | — | $394K | 6.7% | |
| TransAmerica Guaranteed account # | Other securities | — | — | $394K | 6.7% | |
| Vanguard Value index # | Other securities | — | — | $385K | 6.5% | |
| American Funds American balanced # | Other securities | — | — | $262K | 4.4% | |
| Vanguard Small cap index # | Other securities | — | — | $234K | 4.0% | |
| BlackRock LifePath index 2045 # | Other securities | — | — | $232K | 3.9% | |
| Vanguard Mid cap index # | Other securities | — | — | $217K | 3.7% | |
| Vanguard FTSE all-wild ex-US index # | Other securities | — | — | $197K | 3.4% | |
| Vanguard Balanced index adm # | Other securities | — | — | $144K | 2.4% | |
| Vanguard Emerging markets stock index # | Other securities | — | — | $124K | 2.1% | |
| American Funds EuroPacific growth # | Other securities | — | — | $109K | 1.9% | |
| BlackRock LifePath index 2035 # | Other securities | — | — | $103K | 1.7% | |
| BlackRock LifePath index 2040 # | Other securities | — | — | $82K | 1.4% | |
| Vanguard International growth index # | Other securities | — | — | $79K | 1.3% | |
| Vanguard Total bond # | Other securities | — | — | $76K | 1.3% | |
| Vanguard Large cap index # | Other securities | — | — | $74K | 1.2% | |
| JPMorgan Equity income # | Other securities | — | — | $71K | 1.2% | |
| BlackRock Mid cap growth equity # | Other securities | — | — | $68K | 1.2% | |
| BlackRock LifePath index 2030 # | Other securities | — | — | $67K | 1.1% | |
| JPMorgan Large cap growth # | Other securities | — | — | $64K | 1.1% | |
| T. Rowe Price Small cap value # | Other securities | — | — | $59K | 1.0% | |
| BlackRock LifePath index 2050 # | Other securities | — | — | $49K | 0.8% | |
| Invesco Core bond # | Other securities | — | — | $47K | 0.8% | |
| JPMorgan Emerging markets equity # | Other securities | — | — | $35K | 0.6% | |
| BlackRock LifePath index 2055 # | Other securities | — | — | $31K | 0.5% | |
| American Funds Growth & income port # | Other securities | — | — | $30K | 0.5% | |
| BlackRock LifePath index 2060 # | Other securities | — | — | $29K | 0.5% | |
| American Funds Moderate growth & income port # | Other securities | — | — | $29K | 0.5% | |
| BlackRock LifePath index retirement # | Other securities | — | — | $16K | 0.3% | |
| American Funds Global growth port # | Other securities | — | — | $7K | 0.1% | |
| BlackRock LifePath index 2065 # | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3258176 |
| — |
| INVESTMENT AD VISORY- PLA |
| $13K |
| — |
