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 | — | RECORDKEEPER | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetrmnt 2030 R6 | Other securities | — | — | $7.5M | 14.0% | |
| Vanguard 500 Index Adm | Other securities | — | — | $5.9M | 11.0% | |
| JPMorgan SmartRetrmnt 2050 R6 | Other securities | — | — | $4.9M | 9.2% | |
| JPMorgan SmartRetrmnt 2040 R6 | Other securities | — | — | $4.9M | 9.2% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | Common Stock | — | — | $4.4M | 8.3% | |
| JPMorgan SmartRetrmnt 2045 R6 | Other securities | — | — | $4.0M | 7.5% | |
| JPMorgan SmartRetrmnt 2035 R6 | Other securities | — | — | $3.8M | 7.0% | |
| JPMorgan SmartRetrmnt 2055 R6 | Other securities | — | — | $3.6M | 6.8% | |
| American Funds American Fds Gr Fd of America R6 | Other securities | — | — | $2.7M | 5.1% | |
| JPMorgan SmartRetrmnt 2025 R6 | Other securities | — | — | $2.2M | 4.2% | |
| JPMorgan SmartRetrmnt 2060 R6 | Other securities | — | — | $1.8M | 3.3% | |
| MFS Val R6 | Other securities | — | — | $1.3M | 2.5% | |
| JPMorgan SmartRetrmnt 2020 R6 | Other securities | — | — | $1.1M | 2.1% | |
| Macquarie Small Cap Core R6 | Other securities | — | — | $692K | 1.3% | |
| Vanguard Total Bd Mkt Index Adm | Other securities | — | — | $647K | 1.2% | |
| American Funds American Funds EuroPacific Gr R6 | Other securities | — | — | $634K | 1.2% | |
| Transamerica Capital, Inc. Transamerica Govt Money Market R4 | Cash / Money Market | — | — | $553K | 1.0% | |
| Eagle Carillon Eagle Mid Cap Gr R6 | Other securities | — | — | $538K | 1.0% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $504K | 0.9% | |
| John Hancock JHancock3 Disciplined Val Md cp R6 | Other securities | — | — | $458K | 0.9% | |
| JPMorgan SmartRetrmnt Inc R6 | Common Stock | — | — | $277K | 0.5% | |
| Pioneer Strategic Inc K | Common Stock | — | — | $264K | 0.5% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $238K | 0.4% | |
| JPMorgan SmartRetrmnt 2065 R6 | Other securities | — | — | $197K | 0.4% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $119K | 0.2% | |
| Baird Aggregate Bd Instl | Other securities | — | — | $77K | 0.1% | |
| American Century American Century Small Cap Gr R6 | Other securities | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
