David Beatty signed Transamerica Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transamerica Corporation's EIN is 42-1484983.
Download the official 2024 Form 5500 (PDF) for Transamerica Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transamerica Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON CAPITAL, LLC | 81-4841158 | — | SECURITIES BROKER | $15K | — |
| CHECK CAPITAL MANAGEMENT INC | 93-1019439 | — | SECURITIES BROKER | $14K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $11K | — |
| JOSEPH P LUCIA & ASSOCIATES LLC | 26-2909413 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SECURITIES BROKER |
| $9K |
| — |
| SIGNATURE ESTATE & INVESTMENT | 95-4806910 | — | SECURITIES BROKER | $8K | — |
| BRINKER CAPITAL INVESTMENTS LLC | 32-0070947 | — | SECURITIES BROKER | $7K | — |
| VALUE WEALTH MANAGEMENT LLC | 20-8152542 | — | SECURITIES BROKER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPARTAN 500 INDEX POOL CLASS D FIDELITY · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $605.8M | 22.3% | |
| Deposits in unallocated contracts in general account Unallocated insurance contract - general account of insurance company Transamerica Financial Life Insurance Company * Stable Fund | Common Stocks | — | — | $488.5M | 18.0% | |
| WTC-CIF II GR (SERIES 4) WELLINGTON · EIN 04-6913417 / PN 183 | Common Collective Trust | — | — | $417.5M | 15.3% | |
| Personal choice retirement account Self-directed brokerage account | OTHER | — | — | $129.4M | 4.8% | |
| MFS INTL EQUITY CLASS 3A MFS · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $128.8M | 4.7% | |
| SPARTAN EXTENDED MARKET INDEX POOL FIDELITY · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $117.1M | 4.3% | |
| BOSTON PANERS LG CAP VAL EQ CLASS D BOSTON PARTNERS · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $95.2M | 3.5% | |
| PRUDENTIAL CORE PLUS BD PRUDENTIAL · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $86.3M | 3.2% | |
| Fidelity US Bond Index Instl Premium | Mutual Funds | — | — | $60.5M | 2.2% | |
| BLACKROCK LP INDEX 2040 FUND W BLACKROCK · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $49.8M | 1.8% | |
| BLACKROCK LP INDEX 2035 FUND W BLACKROCK · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $48.9M | 1.8% | |
| BLACKROCK LP INDEX 2045 FUND W BLACKROCK · EIN 87-1081115 / PN 001 | Common Collective Trust | — | — | $44.0M | 1.6% | |
| BLACKROCK LP INDEX 2030 FUND W BLACKROCK · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $43.3M | 1.6% | |
| BLACKROCK LP INDEX RETMENT FUND W BLACKROCK · EIN 87-1130620 / PN 001 | Common Collective Trust | — | — | $37.4M | 1.4% | |
| BLACKROCK LP INDEX 2050 FUND W BLACKROCK · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $37.4M | 1.4% | |
| Investments held in Separately Managed Accounts Company Stock Fund Aegon Ltd.* Shares of common stock - 6,298,788 | Common Stocks | — | — | $37.1M | 1.4% | |
| Vanguard Inflation Protected Secs Instl | Mutual Funds | — | — | $35.3M | 1.3% | |
| SPARTAN TOTAL INTERNATIONAL INDEX P FIDELITY · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $33.1M | 1.2% | |
| Loans to participants with maturities through 2044 Notes receivable from participants* | Participant loans | — | — | $24.7M | 0.9% | |
| BLACKROCK LP INDEX 2055 FUND W BLACKROCK · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $23.9M | 0.9% | |
| BLACKROCK LP INDEX 2060 FUND W BLACKROCK · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $12.0M | 0.4% | |
| WR BERKLEY CORP Common Stock - 127,161 shares | Common Stocks | — | — | $7.4M | 0.3% | |
| GODADDY INC CLASS A Common Stock - 35,722 shares | Common Stocks | — | — | $7.0M | 0.3% | |
| BLACKROCK LP INDEX 2065 FUND W BLACKROCK · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.2% | |
| Atlanta Capital High Quality SMID Sep Acct STATE STREET Short-term investment fund | Pooled Separate Accounts | — | — | $5.5M | 0.2% | |
| CACI INTERNATIONAL INC CL A Common Stock - 12,600 shares | Common Stocks | — | — | $5.1M | 0.2% | |
| MARKEL GROUP INC Common Stock - 2,756 shares | Common Stocks | — | — | $4.8M | 0.2% | |
| MORNINGSTAR INC Common Stock - 14,007 shares | Common Stocks | — | — | $4.7M | 0.2% | |
| BURLINGTON STORES INC Common Stock - 15,275 shares | Common Stocks | — | — | $4.4M | 0.2% | |
| BOOZ ALLEN HAMILTON HOLDINGS Common Stock - 33,580 shares | Common Stocks | — | — | $4.3M | 0.2% | |
| CASEY S GENERAL STORES INC Common Stock - 10,894 shares | Common Stocks | — | — | $4.3M | 0.2% | |
| SEI INVESTMENTS COMPANY Common Stock - 51,461 shares | Common Stocks | — | — | $4.2M | 0.2% | |
| BROWN + BROWN INC Common Stock - 39,762 shares | Common Stocks | — | — | $4.1M | 0.1% | |
| DOLBY LABORATORIES INC CL A Common Stock - 50,934 shares | Common Stocks | — | — | $4.0M | 0.1% | |
| TELEFLEX INC Common Stock - 22,179 shares | Common Stocks | — | — | $3.9M | 0.1% | |
| APTARGROUP INC Common Stock - 25,080 shares | Common Stocks | — | — | $3.9M | 0.1% | |
| RPM INTERNATIONAL INC Common Stock - 31,526 shares | Common Stocks | — | — | $3.9M | 0.1% | |
| LENNOX INTERNATIONAL INC Common Stock - 6,107 shares | Common Stocks | — | — | $3.7M | 0.1% | |
| CHOICE HOTELS INTL INC Common Stock - 25,861 shares | Common Stocks | — | — | $3.7M | 0.1% | |
| LKQ CORP Common Stock - 99,153 shares | Common Stocks | — | — | $3.6M | 0.1% | |
| ARAMARK Common Stock - 94,193 shares | Common Stocks | — | — | $3.5M | 0.1% | |
| COLUMBIA SPORTSWEAR CO Common Stock - 39,514 shares | Common Stocks | — | — | $3.3M | 0.1% | |
| WEX INC Common Stock - 18,379 shares | Common Stocks | — | — | $3.2M | 0.1% | |
| TRANSUNION Common Stock - 33,783 shares | Common Stocks | — | — | $3.1M | 0.1% | |
| AFFILIATED MANAGERS GROUP Common Stock - 15,592 shares | Common Stocks | — | — | $2.9M | 0.1% | |
| LANDSTAR SYSTEM INC Common Stock - 16,081 shares | Common Stocks | — | — | $2.8M | 0.1% | |
| AVERY DENNISON CORP Common Stock - 14,674 shares | Common Stocks | — | — | $2.7M | 0.1% | |
| IDEX CORP Common Stock - 13,077 shares | Common Stocks | — | — | $2.7M | 0.1% | |
| JONES LANG LASALLE INC Common Stock - 10,689 shares | Common Stocks | — | — | $2.7M | <0.1% | |
| NORDSON CORP Common Stock - 11,231 shares | Common Stocks | — | — | $2.4M | <0.1% |
