Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY- PLAN | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Ins Co Transamerica Ptnr Stock Idx Rt Opt | Common Stock | — | — | $1.8M | 10.7% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $1.8M | 10.7% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $1.6M | 9.0% | |
| Transamerica Life Insurance Company Transamerica BlackRock Lifepath Index Retirement Option | Other securities | — | — | $1.5M | 8.5% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $1.5M | 8.5% | |
| JANUS HENDERSON ENTERPRISE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 650 | Pooled Separate Account | — | — | $1.2M | 6.8% | |
| Transamerica Life Insurance Company WMC Quality Growth Equity Retirement Option | Other securities | — | — | $1.1M | 6.5% | |
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $1.1M | 6.5% | |
| Transamerica Life Insurance Company American Funds Fundamental Investors Retirement Option | Other securities | — | — | $1.1M | 6.4% | |
| AMERICAN FDS FDAMENTAL INVS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 009 | Pooled Separate Account | — | — | $1.1M | 6.4% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $1.1M | 6.3% | |
| General account * Transamerica Life Insurance Company Transamerica Stable Value Advantage Option | Other securities | — | — | $1.1M | 6.1% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $1.0M | 5.8% | |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $726K | 4.2% | |
| Transamerica Life Insurance Company SSGA Mid-Cap Index Retirement Option | Other securities | — | — | $678K | 3.9% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $678K | 3.9% | |
| Transamerica Life Insurance Company SSGA Russell Small-Cap Value Index Retirement Option | Other securities | — | — | $660K | 3.8% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $660K | 3.8% | |
| s * Transamerica Life Insurance Company Transamerica Partners Mid Value Retirement Option | Pooled Separate Accounts | — | — | $655K | 3.8% | |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $655K | 3.8% | |
| Transamerica Life Insurance Company SSGA International Stock Index Investment Option | Other securities | — | — | $533K | 3.1% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $533K | 3.1% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $454K | 2.6% | |
| Transamerica Life Ins Co Transamerica Ptnr High Yield Bd | Common Stock | — | — | $454K | 2.6% | |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $402K | 2.3% | |
| Transamerica Life Ins Co Loomis Sayles Bd Ret Opt | Common Stock | — | — | $402K | 2.3% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $354K | 2.0% | |
| JPMORGAN LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | — | — | $335K | 1.9% | |
| Transamerica Life Ins Co JPMorgan Lg Cap Gr Ret Opt | Common Stock | — | — | $335K | 1.9% | |
| Participants Notes Receivable with an interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $305K | 1.8% | |
| Transamerica Life Insurance Company SSGA Russell Small-Cap Index Retirement Option | Other securities | — | — | $263K | 1.5% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $263K | 1.5% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $206K | 1.2% | |
| PGIM JENNISON SMALL COMPANY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 476 | Pooled Separate Account | — | — | $147K | 0.8% | |
| Transamerica Life Ins Co PGIM Jennison Small Company Ret Opt | Common Stock | — | — | $147K | 0.8% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $69K | 0.4% | |
| Transamerica Life Insurance Company AEGON Balanced Retirement Option | Other securities | — | — | $57K | 0.3% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $57K | 0.3% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $32K | 0.2% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $534 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
