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 CO | 39-0989781 | — | RECORDKEEPER | $16K | — |
| THE FINWAY GROUP | 42-1468222 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 |
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.
| % of plan | |||
|---|---|---|---|
| STATE STREET RUSSELL SMCAP IDX RT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | $0 | — |
| PRUDENTIAL TOTAL RETURN BD RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 902 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| STATE STREET US BOND IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SMCP VAL IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 046 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 120 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 122 | Pooled Separate Account | $0 | — |
| DFA INF PROTECTED SEC PRTF RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 526 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP IDX RETMENT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | $0 | — |
| STATE STREET INTL IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP IDX 2030 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP IDX 2035 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 678 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP IDX 2040 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP IDX 2045 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 680 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP IDX 2050 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP IDX 2060 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 822 | Pooled Separate Account | $0 | — |
| DFA GLOBAL EQUITY PORTFOLIO RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 722 | Pooled Separate Account | $0 | — |
| TA VANGUARD REIT IDX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $0 | — |
| TA VANGUARD TOTAL STOCK MKT IDX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 841 | Pooled Separate Account | $0 | — |
| AMERICAN FDS WASHINGTON MUTUAL INVS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 846 | Pooled Separate Account | $0 | — |
| BLACKROCK HIGH YIELD BND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 848 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY HERITAGE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 849 | Pooled Separate Account | $0 | — |
| INVESCO DVSF DIVIDEND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 865 | Pooled Separate Account | $0 | — |
| JPMORGAN LG CAP GWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 877 | Pooled Separate Account | $0 | — |
| GOLDMAN SACHS INTL SM CP INSIGHTS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $0 | — |
| PRUDENTIAL JENNISON SM CO RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 910 | Pooled Separate Account | $0 | — |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 911 | Pooled Separate Account | $0 | — |
| THORNBURG INTL GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 932 | Pooled Separate Account | $0 | — |
| DEUTSCHE REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 943 | Pooled Separate Account | $0 | — |
| GOLDMAN SACHS GLOBAL INC RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| FRANKLIN UTILITIES RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 088 | Pooled Separate Account | $0 | — |
| TA BLACKROCK LP IDX 2025 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 676 | Pooled Separate Account | $0 | — |
| — |
| INVESTMENT ADVISOR |
| $570 |
| — |
