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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISOR | $18K | — |
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 | |||
|---|---|---|---|
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | $675K | 16.8% |
| MORGAN STANLEY GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 166 | Pooled Separate Account | $553K | 13.7% |
| TRANSAMERICA LARGE CAP VAL EQTY RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 477 | Pooled Separate Account | $507K | 12.6% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $191K | 4.7% |
| PIMCO REAL RETURN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 473 | Pooled Separate Account | $172K | 4.3% |
| AMERICAN CENTURY GOVERNMETN BOND RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 355 | Pooled Separate Account | $169K | 4.2% |
| JPMORGAN US EQUITY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 297 | Pooled Separate Account | $167K | 4.1% |
| FIDELITY ADVISOR LEVERAGED COMPANY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 247 | Pooled Separate Account | $146K | 3.6% |
| MFS INTERNATIONAL INTRINSIC VALUE E TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 518 | Pooled Separate Account | $100K | 2.5% |
| INVESCO INTERNATIONAL BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 089 | Pooled Separate Account | $97K | 2.4% |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | $96K | 2.4% |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 434 | Pooled Separate Account | $88K | 2.2% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $81K | 2.0% |
| DFA EMERGING MARKETS PORTFOLIO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 525 | Pooled Separate Account | $69K | 1.7% |
| GOLDMAN SACHS MID CAP OPPORTUNITIES TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 147 | Pooled Separate Account | $57K | 1.4% |
| TA VANGUARD REAL ESTATE INDEX RET P TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | $51K | 1.3% |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 078 | Pooled Separate Account | $49K | 1.2% |
| TA VANGUARD SMALL CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $47K | 1.2% |
| VIRTUS CEDREDEX MID-CAP VAL EQTY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 302 | Pooled Separate Account | $45K | 1.1% |
| HARTFORD SMALL CAP GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 647 | Pooled Separate Account | $42K | 1.1% |
| BLACKROCK GLOBAL ALLOCATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 281 | Pooled Separate Account | $26K | 0.7% |
| AMERICAN CENTURY ONE CHOICE 2025 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 358 | Pooled Separate Account | $67 | <0.1% |
| MESIROW FINANCIAL, INC. |
| 36-3194849 |
| — |
| INVESTMENT ADVISORY |
| $758 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION DESIGN, INC. | 77-0088483 | — | TPA | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER CHI & PARKEY ACCOUNTANCY CORP | 94-2259577 | — | AUDIT | $9K | — |
