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 |
|---|---|---|---|---|---|
| FIDELITY INSTL OPRTNS CO., INC. | 04-2647786 | — | RECORDKEEPER | $70K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $545 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKER | $150 | — |
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 |
|---|---|---|---|
| GOVERNMENT FIXED FUND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 009 | Pooled Separate Account | $75K | 0.1% |
