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 |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $97K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $70K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORD KEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE RETIREMENT |
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 |
|---|---|---|---|
| NUVEEN TIAA LIFECYCLE INDEX 2035 R SEI · EIN 85-3078653 / PN 038 | Common Collective Trust | $0 | — |
| 92-2678185 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $56K |
| — |
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISORY-PLAN | $591 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $142 | — |
