This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $8K | — |
| TCG ADMINISTRATORS, LP | 30-0944667 | — | RECORDKEEPER | $5K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOTAL COMPENSATION INVESTMENT ADVIS | 20-0760699 |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | $451K | 14.2% |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | $401K | 12.6% |
| — |
| INVESTMENT ADVISORY - PL |
| $6K |
| — |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 |
Pooled Separate Account |
| $388K |
| 12.2% |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | $298K | 9.4% |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | $287K | 9.0% |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | $227K | 7.2% |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | $199K | 6.3% |
| TRANSAMERICA CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 189 | Pooled Separate Account | $137K | 4.3% |
| TRANSAMERICA INTERNATNL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | $116K | 3.6% |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | $102K | 3.2% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $76K | 2.4% |
| JPMORGAN U.S. EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 878 | Pooled Separate Account | $71K | 2.3% |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | $67K | 2.1% |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | $66K | 2.1% |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | $58K | 1.8% |
| AMERICAN CENTURY INFLATION ADJ BD R TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 097 | Pooled Separate Account | $41K | 1.3% |
| JPMORGAN U.S. SM COMP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 884 | Pooled Separate Account | $38K | 1.2% |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | $35K | 1.1% |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | $21K | 0.6% |
| TRANSAMERICA HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | $14K | 0.4% |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | $8K | 0.3% |
| JPMORGAN LARGE CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 399 | Pooled Separate Account | $1K | <0.1% |
