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 RET SOL LLC | 13-3689044 | — | RECORDKEEPER | $124K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKIN OPS |
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 | |||
|---|---|---|---|
| CLEARBRIDGE LARGE CAP GROWTH R2 LEGG MASON/WESTERN ASSET · EIN 74-2008758 / PN 183 | Common Collective Trust | $1.3M | 2.6% |
| RELIANCE TRUST/NY LIFE ANCHOR ACCT NEW YORK LIFE · EIN 46-6350416 / PN 001 | Common Collective Trust | $1.3M | 2.5% |
| CONGRESS MID CAP GROWTH SEI · EIN 87-2865353 / PN 001 | Common Collective Trust | $430K | 0.8% |
| SCHRODER INTERNATIONAL ALPHA TRUST SEI · EIN 83-2429244 / PN 009 | Common Collective Trust | $332K | 0.6% |
| 36-3145972 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $70K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
