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 | — | RECORD KEEPER | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $9K | — |
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 | |||
|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS C TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION · EIN 04-6784256 / PN 001 | Common Collective Trust | $6.5M | 2.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLAKE & UHLIG, P.A. | 48-0918231 | — | NONE | $83K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS LL | 83-2454243 | — | NONE | $41K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $40K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $29K | — |
