Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OXINAS PARTNERS WEALTH MANAGEMENT | 82-4134791 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TA LG 2055 WITH BLKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $178K | 19.6% | |
| TA LG 2035 WITH BLKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $131K | 14.4% | |
| TA LG 2040 WITH BLKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $116K | 12.8% | |
| TA LG 2030 WITH BLACKRCK RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $112K | 12.3% | |
| TA LG 2045 WITH BLKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $106K | 11.7% | |
| TA LG 2060 WITH BLKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $54K | 5.9% | |
| TA LG 2025 WITH BLACKRCK RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $49K | 5.4% | |
| TA LG 2065 WITH BLACKRCK RETOPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $44K | 4.9% | |
| TA LG 2050 WITH BLKRCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $28K | 3.1% | |
| TA LG RET WITH BLACKROCK RETOPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $25K | 2.7% | |
| Transamerica Stable Value Ascend Option Stable Value | Other securities | — | — | $11K | 1.2% | |
| Participant Loans September 2027) $0 | Participant loans | — | — | $11K | 1.2% | |
| TRANSAMERICA INTERNATNL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $4K | 0.4% | |
| TA PARTNERS STCK INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $3K | 0.4% | |
| TRANSAMERICA CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 189 | Pooled Separate Account | — | — | $2K | 0.2% | |
| STATE STREET S&P MD CAP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $1K | 0.2% | |
| STATE STREET RUSSELL SM CAP INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $618 | <0.1% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $472 | <0.1% | |
| CLEARBRIDGE SM CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879 | Pooled Separate Account | — | — | $472 | <0.1% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $379 | <0.1% | |
| TRANSAMERICA HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $191 | <0.1% | |
| MFS MASSACHUSETTS INVSTRS GROWTH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 897 | Pooled Separate Account | — | — | $93 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MESIROW FINANCIAL, INC. |
| 36-3194849 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $68 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANEW 401(K) TPA, LLC | 81-1963646 | — | TPA | $1K | — |
