Kerlyne Apolon signed New Georgia Project Action Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Georgia Project Action Fund's EIN is 82-0934131.
Download the official 2024 Form 5500 (PDF) for New Georgia Project Action Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Georgia Project Action Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $5K | — |
| THE RETIREMENT ADVANTAGE, INC. | 39-1816008 | — | RECORDKEEPER | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2055 W/BLACKR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $209K | 30.6% | |
| TRANSAMERICA LIFEGOAL 2050 W/BLACKR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $142K | 20.8% | |
| TRANSAMERICA LIFEGOAL 2045 W/BLACKR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $81K | 11.8% | |
| TRANSAMERICA LIFEGOAL 2040 W/BLACKR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $66K | 9.7% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $54K | 7.9% | |
| TRANSAMERICA LIFEGOAL 2030 W/BLACKR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $35K | 5.2% | |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $28K | 4.0% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $13K | 1.9% | |
| TRANSAMERICA LIFEGOAL 2035 W/BLACKR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $13K | 1.9% | |
| Expense budget account | Other securities | — | — | $5K | 0.8% | |
| TRANSAMERICA LIFEGOAL 2025 W/BLACKR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $4K | 0.6% | |
| TRANSAMERICA INTERNATIONAL EQUITY R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $3K | 0.4% | |
| Transamerica LifeGoal Ret with BlackRock Ret Opt | Other securities | — | — | $2K | 0.3% | |
| TRANSAMERICA LIFEGOAAL RETIREMENT W TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $2K | 0.3% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $2K | 0.3% | |
| FRANKLIN GROWTH SERIES RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 530 | Pooled Separate Account | — | — | $1K | 0.2% | |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $1K | 0.1% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $896 | 0.1% | |
| Am Fds Fundamental Investors | Other securities | — | — | $783 | 0.1% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $783 | 0.1% | |
| TRANSAMERICA LARGE CAP VLUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 792 | Pooled Separate Account | — | — | $769 | 0.1% | |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $764 | 0.1% | |
| TRANSAMERICA SMALL CAP GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 258 | Pooled Separate Account | — | — | $740 | 0.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $652 | <0.1% | |
| TRANSAMERICA SMALL/MID CAP VALUE RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 794 | Pooled Separate Account | — | — | $547 | <0.1% | |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 078 | Pooled Separate Account | — | — | $535 | <0.1% | |
| AEGON BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $320 | <0.1% | |
| TRANSMERICA HIGH YIELD BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $235 | <0.1% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $213 | <0.1% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $17 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
