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 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 13-4110995 | — | INVESTMENT ADVISORY | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Stable Value Strategy Account | Other securities | — | — | $404K | 17.7% | |
| Invesco Comstock R6 | Other securities | — | — | $297K | 13.0% | |
| Franklin Income R6 | Other securities | — | — | $274K | 12.0% | |
| Goldman Sachs Emerging Markets Equity R6 | Other securities | — | — | $261K | 11.4% | |
| Fidelity 500 Index | Other securities | — | — | $213K | 9.4% | |
| MFS Mid Cap Value R6 | Other securities | — | — | $98K | 4.3% | |
| American Funds 2030 Trgt Date Retire R6 | Other securities | — | — | $73K | 3.2% | |
| American Funds 2025 Trgt Date Retire R6 | Other securities | — | — | $64K | 2.8% | |
| American Funds 2045 Trgt Date Retire R6 | Other securities | — | — | $61K | 2.7% | |
| American Funds 2035 Trgt Date Retire R6 | Other securities | — | — | $59K | 2.6% | |
| American Funds 2050 Trgt Date Retire R6 | Other securities | — | — | $57K | 2.5% | |
| American Funds 2055 Trgt Date Retire R6 | Other securities | — | — | $54K | 2.4% | |
| American Funds 2040 Trgt Date Retire R6 | Other securities | — | — | $54K | 2.4% | |
| Invesco Gold & Special Minerals R6 | Other securities | — | — | $47K | 2.1% | |
| Brown Advisory Small-Cap Growth Inv | Other securities | — | — | $39K | 1.7% | |
| American Funds Capital World Bond R6 | Other securities | — | — | $28K | 1.2% | |
| American Funds 2010 Trgt Date Retire R6 | Other securities | — | — | $28K | 1.2% | |
| American Funds 2060 Trgt Date Retire R6 | Other securities | — | — | $24K | 1.1% | |
| American Century Inflation-Adj Bond R6 | Other securities | — | — | $21K | 0.9% | |
| American Funds 2020 Trgt Date Retire R6 | Other securities | — | — | $18K | 0.8% | |
| Franklin High Income Adv | Other securities | — | — | $15K | 0.7% | |
| American Funds 2015 Trgt Date Retire R6 | Other securities | — | — | $7K | 0.3% | |
| American Funds 2065 Trgt Date Retire R6 | Other securities | — | — | $936 | <0.1% | |
| PGIM Jennison Natural Resources R6 | Other securities | — | — | $197 | <0.1% | |
| DWS Real Estate Securities R6 | Other securities | — | — | $57 | <0.1% | |
| PIMCO Commodity Real Ret Strat Instl | Other securities | — | — | $4 | <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 |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | TPA | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHN REZNICK LLP | 22-1478099 | — | AUDITOR | $15K | — |
