Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $27K | — |
| FUTUREPLAN FIDUCIARY SERVICES LLC | 82-3719843 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO VERBIO NORTH AMERICA LLC · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $6.0M | 98.6% | |
| flexPATH Index Moderate 2055 Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $1.7M | 27.4% | |
| flexPATH Index Conserv Retire Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $1.4M | 22.7% | |
| flexPATH Index Moderate 2045 Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $823K | 13.6% | |
| BlackRock Equity Index Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $424K | 7.0% | |
| Wilmington/Putnam Eqty Inc Lrg Cap Val Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $265K | 4.4% | |
| flexPATH Index Aggress 2035 Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $246K | 4.1% | |
| flexPATH Index Moderate Retire Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $201K | 3.3% | |
| Small Cap Value Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $139K | 2.3% | |
| flexPATH Index Moderate 2035 Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $127K | 2.1% | |
| Small Cap Growth Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $115K | 1.9% | |
| Rate Maturity Par/Maturity Value Pooled Separate Accounts * Blackrock EAFE Equity Indx Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $109K | 1.8% | |
| BlackRock U.S. Debt Index Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $107K | 1.8% | |
| flexPATH Index Aggress 2045 Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $102K | 1.7% | |
| Rate Maturity Par Value Group Variable Annuity Contract * Transamerica Stable Value Advantage Account Group Variable Annuity Contract | Common Stock | — | — | $86K | 1.4% | |
| ClearBridge Large Cap Growth Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $79K | 1.3% | |
| flexPATH Index Aggress Retire Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $56K | 0.9% | |
| flexPATH Index Conserv 2045 Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $55K | 0.9% | |
| flexPATH Index Aggress 2055 Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $39K | 0.6% | |
| International Stock Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $24K | 0.4% | |
| Core Bond Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $19K | 0.3% | |
| flexPATH Index Conserv 2035 Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $7K | 0.1% | |
| flexPATH Index Conserv 2055 Ret Acct Transamerica Financial Life Ins Co Pooled Separate Account | Common Stock | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| INVESTMENT ADVISORY PLAN |
| $22K |
| — |
