Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET TARGET RETIREMENT 2040 K | Other securities | — | — | $5.2M | 13.8% | |
| STATE STREET TARGET RETIREMENT 2035 K | Other securities | — | — | $5.0M | 13.2% | |
| VANGUARD INSTITUTIONAL INDEX | Other securities | — | — | $4.4M | 11.8% | |
| STATE STREET TARGET RETIREMENT 2045 K | Other securities | — | — | $3.9M | 10.5% | |
| STATE STREET TARGET RETIREMENT 2030 K | Other securities | — | — | $3.4M | 9.1% | |
| STATE STREET TARGET RETIREMENT 2050 K | Other securities | — | — | $3.1M | 8.3% | |
| PARNASSUS CORE EQUITY INSTL | Other securities | — | — | $3.0M | 7.9% | |
| STATE STREET TARGET RETIREMENT 2055 K | Other securities | — | — | $2.3M | 6.2% | |
| BOSTON TRUST SMID CAP | Other securities | — | — | $1.1M | 3.0% | |
| STATE STREET TARGET RETIREMENT 2060 K | Other securities | — | — | $935K | 2.5% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 | Other securities | — | — | $773K | 2.1% | |
| STATE STREET TARGET RETIREMENT INCOME K | Other securities | — | — | $758K | 2.0% | |
| STATE STREET TARGET RETIREMENT 2025 K | Other securities | — | — | $748K | 2.0% | |
| BAIRD CORE PLUS BOND INST | Other securities | — | — | $523K | 1.4% | |
| STATE STREET TARGET RETIREMENT 2020 K | Other securities | — | — | $514K | 1.4% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADM | Other securities | — | — | $484K | 1.3% | |
| VANGUARD EXTENDED MARKET INDEX ADM | Other securities | — | — | $474K | 1.3% | |
| VANGUARD TOTAL BOND MARKET INDEX ADM | Other securities | — | — | $339K | 0.9% | |
| Participant Loans Interest rate 4.25% to 9.50% with various maturities | Bonds / Notes | — | — | $298K | 0.8% | |
| TRANSAMERICA FINANCIAL LIFE FINANCIAL LIFE INSURANCE CO. | Common Stock | — | — | $151K | 0.4% | |
| STATE STREET TARGET RETIREMENT 2065 K | Other securities | — | — | $39K | 0.1% | |
| VANGUARD FEDERAL MONEY MARKET | Cash / Money Market | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
