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 | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIES WEALTH ADVISORS LLC | 46-1428191 | — | ADVISORY | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Other securities | — | — | $3.8M | 17.8% | |
| Fidelity Frdm Idx 2030 Instl Prem | Other securities | — | — | $1.6M | 7.3% | |
| Fidelity Glbl ex US Index | Other securities | — | — | $1.3M | 6.1% | |
| Fidelity Frdm Idx 2035 Instl Prem | Other securities | — | — | $1.2M | 5.8% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $1.2M | 5.6% | |
| Hartford Dividend and Gr R6 | Other securities | — | — | $884K | 4.1% | |
| Fidelity Frdm Idx 2055 Instl Prem | Other securities | — | — | $875K | 4.1% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Core Account | Common Stock | — | — | $818K | 3.8% | |
| Fidelity Small Cap Index | Other securities | — | — | $814K | 3.8% | |
| Fidelity Mid Cap Index | Other securities | — | — | $776K | 3.6% | |
| Fidelity Frdm Idx 2060 Instl Prem | Other securities | — | — | $772K | 3.6% | |
| MFS Mid Cap Val R6 | Other securities | — | — | $740K | 3.4% | |
| Fidelity Frdm Idx 2040 Instl Prem | Other securities | — | — | $589K | 2.7% | |
| Vanguard REIT Index Adm | Common Stock | — | — | $515K | 2.4% | |
| Fidelity Frdm Idx 2050 Instl Prem | Other securities | — | — | $509K | 2.4% | |
| Fidelity Frdm Idx 2025 Instl Prem | Other securities | — | — | $464K | 2.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 10.50% | Bonds / Notes | — | — | $456K | 2.1% | |
| Fidelity Lg Cap Gr Idx | Other securities | — | — | $455K | 2.1% | |
| Neuberger Berman Mid Cap Gr R6 | Other securities | — | — | $438K | 2.0% | |
| American Century American Century Small Cap Val R6 | Other securities | — | — | $364K | 1.7% | |
| Fidelity Frdm Idx 2045 Instl Prem | Other securities | — | — | $361K | 1.7% | |
| Transamerica Trust Company Cash Reserve Account 12 American Century American Century Small Cap Gr R6 | Cash / Money Market | — | — | $359K | 1.7% | |
| Transamerica Capital, Inc. Transamerica Core Bd I3 | Common Stock | — | — | $343K | 1.6% | |
| Fidelity Freedom Idx Inc Instl Prem | Common Stock | — | — | $264K | 1.2% | |
| JPMorgan US Eq R6 | Other securities | — | — | $235K | 1.1% | |
| Vanguard Ttl Wld Stock Idx Admiral | Other securities | — | — | $233K | 1.1% | |
| Fidelity Inflation-Prot Bd Idx | Other securities | — | — | $170K | 0.8% | |
| Fidelity Adv Focus Emerging Mkt Z | Other securities | — | — | $169K | 0.8% | |
| Fidelity US Bd Index | Other securities | — | — | $154K | 0.7% | |
| Prudential PGIM High Yield R6 | Other securities | — | — | $128K | 0.6% | |
| Fidelity Lg Cap Val Index | Other securities | — | — | $113K | 0.5% | |
| Fidelity Frdm Idx 2065 Instl Prem | Other securities | — | — | $92K | 0.4% | |
| Fidelity Frdm Idx 2020 Instl Prem | Other securities | — | — | $52K | 0.2% | |
| Vanguard Small-Cap Val Index Fund | Other securities | — | — | $51K | 0.2% | |
| Prudential PGIM Glbl Total Return R6 | Other securities | — | — | $46K | 0.2% | |
| Vanguard Mid-Cap Gr Index Admiral | Other securities | — | — | $44K | 0.2% | |
| Vanguard Small-Cap Gr Index Fund | Other securities | — | — | $18K | <0.1% | |
| Vanguard Total Intl Bd Index Adm | Other securities | — | — | $17K | <0.1% | |
| Fidelity Adv Small Cap Z | Other securities | — | — | $16K | <0.1% | |
| Vanguard Mid-Cap Val Idx Admiral | Other securities | — | — | $7K | <0.1% | |
| Carillon Scout Carillon Scout Mid Cap R-6 | Other securities | — | — | $3K | <0.1% | |
| Fidelity Frdm Idx 2010 Instl Prem | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
