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 |
|---|---|---|---|---|---|
| BUSINESS PLANNING, INC. | 63-0673887 | — | RECORDKEEPER | $7K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUTTON FINANCIAL GROUP | 25-2024109 | — | INVESTMENT ADVISORY - PL | $14K | — |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANS ASSET ALLOC-MD PRTF RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 053 | Pooled Separate Account | $1.1M | 42.8% |
| TRANS ASST ALLC-MOD GR PRTF RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 054 | Pooled Separate Account | $373K | 14.5% |
| TA BLACKROCK LP INDEX 2025 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 |
Pooled Separate Account |
| $268K |
| 10.4% |
| TRANS ASST ALLC-CNSV PRTF RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 052 | Pooled Separate Account | $117K | 4.5% |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | $66K | 2.6% |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 119 | Pooled Separate Account | $58K | 2.3% |
| ALGER HEALTH SCIENCES RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 354 | Pooled Separate Account | $45K | 1.7% |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 235 | Pooled Separate Account | $40K | 1.6% |
| TRANSAMER ASST ALLC-GR PRTF RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 055 | Pooled Separate Account | $33K | 1.3% |
| TA BLACKROCK LP INDEX 2035 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $29K | 1.1% |
| NEUBERGER BERMAN REAL ESTATE RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 538 | Pooled Separate Account | $29K | 1.1% |
| JPMORGAN EXTENDED DURATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 145 | Pooled Separate Account | $20K | 0.8% |
| BLACKROCK EQUITY DIVIDEND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 240 | Pooled Separate Account | $19K | 0.7% |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 120 | Pooled Separate Account | $16K | 0.6% |
| T. ROWE PRICE GROWTH STOCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 606 | Pooled Separate Account | $15K | 0.6% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $12K | 0.5% |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 250 | Pooled Separate Account | $12K | 0.5% |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | $10K | 0.4% |
| PIMCO TOTAL RETURN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 312 | Pooled Separate Account | $10K | 0.4% |
| PIMCO REAL RETURN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 473 | Pooled Separate Account | $10K | 0.4% |
| DELAWARE IVY SCIENCE AND TECHNOLOGY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 271 | Pooled Separate Account | $9K | 0.4% |
| FIDELITY ADVISOR NEW INSIGHTS RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 290 | Pooled Separate Account | $9K | 0.4% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $7K | 0.3% |
| INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 216 | Pooled Separate Account | $6K | 0.2% |
| AMERICAN CENTURY GOVERNMENT BOND RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 355 | Pooled Separate Account | $6K | 0.2% |
| AMERICAN CENTURY INFLATION-ADJUSTED TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 266 | Pooled Separate Account | $6K | 0.2% |
| THORNBURG INTERNATIONAL EQUITY RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 131 | Pooled Separate Account | $5K | 0.2% |
| OPPENHEIMER INTL BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 089 | Pooled Separate Account | $5K | 0.2% |
| COLUMBIA ACORN INTERNATIONAL RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 284 | Pooled Separate Account | $5K | 0.2% |
| CLEARBRIDGE APPRECIATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 378 | Pooled Separate Account | $5K | 0.2% |
| INVESCO MAIN STREET RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 242 | Pooled Separate Account | $4K | 0.2% |
| FIRST EAGLE OVERSEAS RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 291 | Pooled Separate Account | $4K | 0.2% |
| FIDELITY ADVISOR LEVERAGED COMPANY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 247 | Pooled Separate Account | $4K | 0.2% |
| MAINSTAY MACKAY HIGH YIELD CORPORAT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 310 | Pooled Separate Account | $4K | 0.1% |
| TA VANGUARD SMALL-CAP GROWTH INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 106 | Pooled Separate Account | $4K | 0.1% |
| TEMPLETON GLOBAL BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 313 | Pooled Separate Account | $3K | 0.1% |
| INVESCO DEVELOPING MARKETS RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 471 | Pooled Separate Account | $3K | 0.1% |
| PGIM JENNISON MID CAP GROWTH RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 542 | Pooled Separate Account | $3K | 0.1% |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $3K | 0.1% |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 434 | Pooled Separate Account | $3K | 0.1% |
| ALLSPRING SMALL COMPANY VALUE RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 256 | Pooled Separate Account | $2K | <0.1% |
| NUVEEN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 077 | Pooled Separate Account | $2K | <0.1% |
| NUVEEN SMALL CAP SELECT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 076 | Pooled Separate Account | $2K | <0.1% |
| AB SMALL CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 509 | Pooled Separate Account | $1K | <0.1% |
| TA BLACKROCK LP INDEX 2045 RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $1K | <0.1% |
| INVESCO AMERICAN VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 580 | Pooled Separate Account | $754 | <0.1% |
| INVESCO SMALL CAP EQUITY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 533 | Pooled Separate Account | $699 | <0.1% |
| TRANSAMERICA MID CAP VALUE OPPORTUN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 427 | Pooled Separate Account | $660 | <0.1% |
| FIDELITY ADVISOR FOCUS EMERGING MAR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 288 | Pooled Separate Account | $124 | <0.1% |
| STATE STREET EMERGING MARKETS INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 117 | Pooled Separate Account | $119 | <0.1% |
| BLACKROCK MID-CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 214 | Pooled Separate Account | $47 | <0.1% |
