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 CO | 36-6071399 | — | RECORDKEEPER | $36K | — |
| FUTUREPLAN FIDUCIARY SERVICES, LLC | 82-3719843 | — | RECORDKEEPER | $11K | — |
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 |
|---|---|---|---|
| FLEXPATH MODERATE 2055 REITREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 921 | Pooled Separate Account | $2.2M | 28.6% |
| FLEXPATH MODERATE 2045 RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 920 | Pooled Separate Account | $1.9M | 24.0% |
| FLEXPATH MODERATE RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 917 |
Pooled Separate Account |
| $670K |
| 8.6% |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | $620K | 7.9% |
| FLEXPATH MODERATE 2035 RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 919 | Pooled Separate Account | $471K | 6.0% |
| CLEARBRIDGE LARGE CAP GROWTH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 214 | Pooled Separate Account | $384K | 4.9% |
| WILMINGTON/PUTNAM EQTY INC LARGE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 215 | Pooled Separate Account | $343K | 4.4% |
| FLEXPATH AGGRESS 2055 RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 926 | Pooled Separate Account | $243K | 3.1% |
| FLEXPATH AGGRESS 2045 RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 925 | Pooled Separate Account | $157K | 2.0% |
| BLACKROCK EAFE EQ INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 910 | Pooled Separate Account | $142K | 1.8% |
| SMALL CAP GROWTH RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 226 | Pooled Separate Account | $119K | 1.5% |
| FLEXPATH AGGRESS 2035 RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 924 | Pooled Separate Account | $86K | 1.1% |
| SMALL CAP VALUE RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 227 | Pooled Separate Account | $59K | 0.8% |
| BLACKROCK U.S. DEBT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 911 | Pooled Separate Account | $41K | 0.5% |
| CORE BOND RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 928 | Pooled Separate Account | $22K | 0.3% |
| FLEXPATH CONSERVATIVE RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 912 | Pooled Separate Account | $15K | 0.2% |
| FLEXPATH AGGRESS RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 922 | Pooled Separate Account | $14K | 0.2% |
| INTERNATIONAL STOCK RETIREMENT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 929 | Pooled Separate Account | $5K | <0.1% |
| FLEXPATH CONSERVATIVE 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 916 | Pooled Separate Account | $5K | <0.1% |
