SUE Christensen signed Transcontinental US, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transcontinental US, LLC's EIN is 76-0678895.
Download the official 2024 Form 5500 (PDF) for Transcontinental US, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transcontinental US, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
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 | $253K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT INVESTMENT CONSULTING | 36-3109431 | — | ADVISOR | $154K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH IDX 2030 G BLACKROCK · EIN 82-3152218 / PN 001 | Common Collective Trust | — | — | $22.5M | 12.1% | |
| STATE STREET S&P 500 IDX CLASS II STATE STREET · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $21.8M | 11.7% | |
| LifePath Index Retirement Fund Q | Other securities | — | — | $19.4M | 10.5% | |
| BLACKROCK LIFEPATH IDX RET G BLACKROCK · EIN 82-3274988 / PN 001 | Common Collective Trust | — | — | $19.4M | 10.5% | |
| AON LG CAP EQ I AON HEWITT · EIN 37-6543784 / PN 001 | Common Collective Trust | — | — | $18.9M | 10.2% | |
| BLACKROCK LIFEPATH IDX 2035 G BLACKROCK · EIN 82-3182755 / PN 001 | Common Collective Trust | — | — | $18.6M | 10.0% | |
| BLACKROCK LIFEPATH IDX 2040 G BLACKROCK · EIN 82-3199119 / PN 001 | Common Collective Trust | — | — | $13.0M | 7.0% | |
| Russell Small/Mid Cap Index II | Other securities | — | — | $11.0M | 5.9% | |
| STATE ST RUSSELL SM/MD CP IDX II STATE STREET · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $11.0M | 5.9% | |
| BLACKROCK LIFEPATH IDX 2045 G BLACKROCK · EIN 82-3214715 / PN 001 | Common Collective Trust | — | — | $10.6M | 5.7% | |
| GOLDMAN SACHS STABLE VAL L CL 1 GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $10.5M | 5.7% | |
| BLACKROCK LIFEPATH IDX 2050 G BLACKROCK · EIN 82-3226904 / PN 001 | Common Collective Trust | — | — | $7.9M | 4.3% | |
| BLACKROCK LIFEPATH IDX 2055 G BLACKROCK · EIN 82-3243273 / PN 001 | Common Collective Trust | — | — | $5.1M | 2.7% | |
| AON NON-US EQ I AON HEWITT · EIN 37-6543784 / PN 001 | Common Collective Trust | — | — | $4.9M | 2.6% | |
| 9.50%, maturing through July 2052 | Bonds / Notes | — | — | $4.7M | 2.5% | |
| AON SMALL & MID CAP EQ I AON HEWITT · EIN 37-6543784 / PN 001 | Common Collective Trust | — | — | $4.1M | 2.2% | |
| BLACKROCK LIFEPATH IDX 2060 G BLACKROCK · EIN 82-3258496 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.0% | |
| AON INCOME STRATEGY I AON HEWITT · EIN 37-6543784 / PN 010 | Common Collective Trust | — | — | $3.5M | 1.9% | |
| BLACKROCK LIFEPATH IDX 2065 G BLACKROCK · EIN 84-1787954 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.1% | |
| U.S. Bond Index Class XIV | Other securities | — | — | $1.7M | 0.9% | |
| STATE STREET U.S. BD IDX CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.7M | 0.9% | |
| STATE ST GL ALL CP EX US IDX CL II STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| BLACKROCK STG COMPLETION NON-LEND M BLACKROCK · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $89K | <0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $46K | <0.1% | |
| BLACKROCK LIFEPATH IDX 2025 G BLACKROCK · EIN 82-3142583 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | AUDITOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOEL RIVES LLP | 93-0408771 | — | LEGAL | $9K | — |
