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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | 13-3689044 | — | RECORDKEEPER | $17K | — |
| ERISA SERVICES, INC | 62-1200951 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 39-1897480 | — | INVESTMENT ADVISORY - PL | $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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $133K | 6.0% |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $92K | 4.2% |
| LARGE CAP GROWTH FUND II FEE CLASS WILMINGTON TRUST · EIN 38-4139848 / PN 626 |
Common Collective Trust |
| $90K |
| 4.1% |
| RPAG/WILMINGTON SMALL CAP GROWTH FD WILMINGTON · EIN 38-4097324 / PN 487 | Common Collective Trust | $82K | 3.7% |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $74K | 3.4% |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $54K | 2.4% |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $53K | 2.4% |
| MID CAP GROWTH FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $49K | 2.2% |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $45K | 2.1% |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $39K | 1.8% |
| RPAG/WILMINGTON LARGE CAP VALUE FD WILMINGTON · EIN 38-4065329 / PN 426 | Common Collective Trust | $37K | 1.7% |
| CORE BOND CLASS R1 WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | $34K | 1.5% |
| SMALL CAP VALUE III R1 WILMINGTON TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | $19K | 0.9% |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $9K | 0.4% |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $7K | 0.3% |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | $5K | 0.2% |
| INTERNATIONAL GROWTH FUND II FEE CL WILMINGTON TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | $897 | <0.1% |
| MID CAP VALUE II R1 WILMINGTON TRUST · EIN 38-7312964 / PN 001 | Common Collective Trust | $625 | <0.1% |
| INTERNATIONAL STOCK FUND CLASS R1 WILMINGTON TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | $12 | <0.1% |
| MID CAP VALUE FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | $0 | <0.1% |
| EMERGING MARKETS FUND CLASS R1 WILMINGTON TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | $0 | <0.1% |
