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 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 42-1255850 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989701 / PN 001 | Pooled Separate Account | $4.2M | 100.0% |
| Indirect comp |
|---|
| DWC - THE 401(K) EXPERTS | 26-2091417 | — | TPA | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTHER, STAVE & CO LLP | 42-1173624 | — | ACCOUNTANT | $10K | — |
