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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS LLC | 27-3055170 | — | INV ADV | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street State Street Target Retment 2065 K (1) 432 Charles Schwab S&P 500 Index (1) | Other securities | — | — | $639K | 13.6% | |
| State Street State Street Target Retment 2035 K (1) | Other securities | — | — | $572K | 12.2% | |
| State Street State Street Target Retment 2045 K (1) | Other securities | — | — | $551K | 11.7% | |
| State Street State Street Target Retment 2030 K (1) | Other securities | — | — | $497K | 10.6% | |
| State Street State Street Target Retment 2040 K (1) | Other securities | — | — | $457K | 9.7% | |
| State Street State Street Target Retment 2050 K (1) | Other securities | — | — | $373K | 8.0% | |
| Vanguard Federal Money Market (1) | Cash / Money Market | — | — | $220K | 4.7% | |
| State Street State Street Target Retment 2055 K (1) | Other securities | — | — | $176K | 3.8% | |
| Vanguard FTSE Social Index Admiral (1) | Other securities | — | — | $146K | 3.1% | |
| Vanguard Small Cap Index Adm (1) | Other securities | — | — | $135K | 2.9% | |
| Vanguard Small Cap Growth Index Adm (1) | Other securities | — | — | $134K | 2.9% | |
| State Street State Street Target Retment 2060 K (1) | Other securities | — | — | $109K | 2.3% | |
| Vanguard Emerging Market Stock Index Adm (1) | Other securities | — | — | $102K | 2.2% | |
| State Street State Street Target Retment 2020 K (1) | Other securities | — | — | $75K | 1.6% | |
| be repaid through 2029 – | Other securities | — | — | $63K | 1.4% | |
| Nuveen Intl Eq Index Instl (1) | Other securities | — | — | $60K | 1.3% | |
| Vanguard Growth Index Adm (1) | Other securities | — | — | $53K | 1.1% | |
| Vanguard Value Index Adm (1) | Other securities | — | — | $53K | 1.1% | |
| Vanguard Small Cap Value Index Adm (1) | Other securities | — | — | $45K | 1.0% | |
| State Street State Street Target Retment 2025 K (1) | Other securities | — | — | $45K | 1.0% | |
| iShare iShares US Aggregate Bond Index K (1) | Other securities | — | — | $43K | 0.9% | |
| State Street State Street Target Retment Inc K (1) | Common Stock | — | — | $35K | 0.7% | |
| Vanguard Short Term Bond Index Adm (1) | Other securities | — | — | $31K | 0.7% | |
| Vanguard Total International Stock Index Adm (1) | Other securities | — | — | $20K | 0.4% | |
| Transamerica Life Insurance Company Transamerica International Equity R6 (1) | Other securities | — | — | $14K | 0.3% | |
| Vanguard REIT Index Adm (1) | Common Stock | — | — | $14K | 0.3% | |
| Vanguard Extended Market Index Adm (1) | Other securities | — | — | $8K | 0.2% | |
| State Street State Street Institutional US Govt Money Market Premier (1) | Cash / Money Market | — | — | $8K | 0.2% | |
| Transamerica Life Insurance Company Transamerica Short Term Bond R6 (1) | Other securities | — | — | $7K | 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | INV ADV | $17K | — |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | INV ADV | $10K | — |
