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 FINANCIAL LIFE INS | 36-6071399 | — | RECORD KEEPER | $10K | — |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 62-1874769 | — | RECORD KEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | 83-1143379 | — | INVESTMENT ADVISORY PLAN | $635 | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STATE STREET TARGET RET 2040 RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 080 | Pooled Separate Account | $207K | 13.6% |
| STATE STREET TARGET RET 2025 RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 077 | Pooled Separate Account | $167K | 11.0% |
| STATE STREET TARGET RET 2050 RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 082 | Pooled Separate Account | $154K | 10.2% |
| STATE STREET TARGET RET 2030 RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 078 | Pooled Separate Account | $151K | 9.9% |
| STATE STREET TARGET RET 2035 RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 079 | Pooled Separate Account | $124K | 8.2% |
| STATE STREET TARGET RET 2045 RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 081 | Pooled Separate Account | $100K | 6.6% |
| STATE STREET TARGET RET 2055 RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 083 | Pooled Separate Account | $92K | 6.1% |
| STATE STREET TARGET RET 2060 RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 084 | Pooled Separate Account | $65K | 4.3% |
| T. ROWE PRICE BLUE CHIP GROWTH RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 187 | Pooled Separate Account | $62K | 4.1% |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 935 | Pooled Separate Account | $60K | 4.0% |
| STATE STREET TARGET RET 2020 RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 076 | Pooled Separate Account | $41K | 2.7% |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 668 | Pooled Separate Account | $35K | 2.3% |
| FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 135 | Pooled Separate Account | $34K | 2.2% |
| METROPOLITAN WEST TOTAL RET BD RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 772 | Pooled Separate Account | $33K | 2.2% |
| FIDELITY MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 138 | Pooled Separate Account | $19K | 1.3% |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 830 | Pooled Separate Account | $19K | 1.3% |
| STATE STREET TARGET RET INC RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 074 | Pooled Separate Account | $18K | 1.2% |
| FIDELITY TOTAL INTERNTL INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 160 | Pooled Separate Account | $14K | 0.9% |
| FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 161 | Pooled Separate Account | $13K | 0.8% |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 123 | Pooled Separate Account | $13K | 0.8% |
| DFA U.S. TARGETED VAL PORT RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 527 | Pooled Separate Account | $4K | 0.3% |
| DFA GLOBAL REAL ESTATE SECURITIES R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 156 | Pooled Separate Account | $2K | 0.2% |
| FIDELITY SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 139 | Pooled Separate Account | $2K | 0.1% |
