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 |
|---|---|---|---|---|---|
| TAX SHELTERED COMPENSATION, INC. | 41-0955056 | — | RECORDKEEPER | $11K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MHS ADVISORY SERVICES, LLC | 47-2672118 | — | INVESTMENT AD VISORY - PL | $39K | — |
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 |
|---|---|---|---|
| ASSET ALLOCATION SHORT/INTERMEDIATE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 388 | Pooled Separate Account | $4.3M | 38.0% |
| ASSET ALLOCATION INTERMEDIATE HORIZ TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 386 | Pooled Separate Account | $649K | 5.7% |
| TRANSAMERICA RETIREONTRK 2050 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | $596K | 5.3% |
| TRANSAMERICA RETIREONTRK 2055 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | $580K | 5.1% |
| ASSET ALLOCATION LONG HORIZON RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 387 | Pooled Separate Account | $372K | 3.3% |
| TRANSAMERICA RETIREONTRK 2060 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | $334K | 2.9% |
| STATE STREET RUSSELL LRG CAP GR IND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 122 | Pooled Separate Account | $280K | 2.5% |
| JANUS HENDERSON ENTERPRISE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 650 | Pooled Separate Account | $268K | 2.4% |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 508 | Pooled Separate Account | $242K | 2.1% |
| DELAWARE IVY SCIENCE & TECHNOLOGY R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 271 | Pooled Separate Account | $227K | 2.0% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $216K | 1.9% |
| COLUMBIA CONTRARIAN CORE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 634 | Pooled Separate Account | $211K | 1.9% |
| VICTORY SYCAMORE ESTABLISHED VALUE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 613 | Pooled Separate Account | $199K | 1.8% |
| GOLDMAN SACHS TECHNOLOGY OPPORTUNIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 269 | Pooled Separate Account | $191K | 1.7% |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 249 | Pooled Separate Account | $168K | 1.5% |
| TRANSAMERICA RETIREONTRK 2040 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | $162K | 1.4% |
| TRANSAMERICA RETIREONTRK 2045 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | $160K | 1.4% |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 120 | Pooled Separate Account | $158K | 1.4% |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 121 | Pooled Separate Account | $157K | 1.4% |
| TRANSAMERICA RETIREONTRK 2035 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | $149K | 1.3% |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 235 | Pooled Separate Account | $148K | 1.3% |
| PGIM TOTAL RETURN BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 602 | Pooled Separate Account | $143K | 1.3% |
| TRANSAMERICA RETIREONTRK 2025 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | $100K | 0.9% |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $76K | 0.7% |
| MFS INTL DIVERSIFICATION TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 665 | Pooled Separate Account | $66K | 0.6% |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | $60K | 0.5% |
| STATE STREET PARTNER SERIES TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 502 | Pooled Separate Account | $41K | 0.4% |
| TRANSAMERICA RETIREONTRK 2030 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | $27K | 0.2% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $15K | 0.1% |
| AMERICANS NEW WORLD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 628 | Pooled Separate Account | $11K | <0.1% |
| STATE STREET RUSSELL SMLL CAP VAL I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 046 | Pooled Separate Account | $9K | <0.1% |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 444 | Pooled Separate Account | $2K | <0.1% |
| TRANSAMERICA RETIREONTRK 2020 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | $673 | <0.1% |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $48 | <0.1% |
| STATE STREET PARTNER SERIES MOD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 504 | Pooled Separate Account | $0 | <0.1% |
