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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | $0 | <0.1% |
| Indirect comp |
|---|
| ACUFF & ASSOCIATES INC | 62-1477251 | — | CONTRACT ADMIN | $5K | — |
| COLUMBIA CONTRARIAN CORE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 634 |
Pooled Separate Account |
| $0 |
| <0.1% |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | $0 | <0.1% |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | $0 | <0.1% |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | $0 | <0.1% |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 508 | Pooled Separate Account | $0 | <0.1% |
| MFS MASSACHUSETTS INVESTORS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 470 | Pooled Separate Account | $0 | <0.1% |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | $0 | <0.1% |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 583 | Pooled Separate Account | $0 | <0.1% |
| JPMORGAN EQUITY INCOME RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 584 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | $0 | <0.1% |
| AEGON CASH RESERVE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 060 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS SMALLCAP WORLD RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 069 | Pooled Separate Account | $0 | <0.1% |
| FIDELITY ADV LEVERAGED COMPANY STOC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 072 | Pooled Separate Account | $0 | <0.1% |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | $0 | <0.1% |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | $0 | <0.1% |
| STATE STREET EMERGING MARKETS INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA LARGE CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 132 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | $0 | <0.1% |
| TRANSAMERICA INTL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 539 | Pooled Separate Account | $0 | <0.1% |
