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 COMPANY | 39-0989781 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $526 | — |
| 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 |
|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | $487K | 18.4% |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | $294K | 11.1% |
| Indirect comp |
|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $3K | — |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 |
Pooled Separate Account |
| $260K |
| 9.9% |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | $240K | 9.1% |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 250 | Pooled Separate Account | $126K | 4.8% |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 579 | Pooled Separate Account | $124K | 4.7% |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | $114K | 4.3% |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | $90K | 3.4% |
| VANGUARD INTERNATIONAL VALUE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 097 | Pooled Separate Account | $81K | 3.1% |
| PIONEER BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 091 | Pooled Separate Account | $80K | 3.0% |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | $76K | 2.9% |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | $75K | 2.8% |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | $74K | 2.8% |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | $67K | 2.6% |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | $64K | 2.4% |
| STATE STREET EMERGING MARKETS INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 117 | Pooled Separate Account | $46K | 1.8% |
| AMERICAN CENTURY GOVERNMENT BOND RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 355 | Pooled Separate Account | $32K | 1.2% |
| VANGUARD SMALL-CAP VALUE INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 108 | Pooled Separate Account | $32K | 1.2% |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | $31K | 1.2% |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | $30K | 1.1% |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | $27K | 1.0% |
| VICTORY SYCAMORE ESTABLISHED VALUE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 613 | Pooled Separate Account | $26K | 1.0% |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 741 | Pooled Separate Account | $25K | 0.9% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $25K | 0.9% |
| VANGUARD SMALL-CAP GROWTH INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 106 | Pooled Separate Account | $22K | 0.8% |
| TRANSAMERICA SMALL CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 311 | Pooled Separate Account | $17K | 0.6% |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | $13K | 0.5% |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | $9K | 0.4% |
