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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | ADVISOR | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Large-Cap Gr Idx Instl Mutual Fund | Other securities | — | — | $1.6M | 15.0% | |
| Nuveen Lg Cap Gr Index Instl | Other securities | — | — | $1.6M | 15.0% | |
| Fidelity International Index Premium Mutual Fund | Other securities | — | — | $1.6M | 14.6% | |
| Nuveen Lg-Cap Val Idx Inst | Other securities | — | — | $1.2M | 10.9% | |
| BlackRock U.S. Total Bond Index K Mutual Fund | Other securities | — | — | $1.1M | 10.6% | |
| BlackRock S&P 500 Index Mutual Fund | Other securities | — | — | $608K | 5.6% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | Other securities | — | — | $603K | 5.6% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | Other securities | — | — | $582K | 5.4% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | Other securities | — | — | $532K | 4.9% | |
| Vanguard Inflation Protected Sec Adm Mutual Fund | Other securities | — | — | $520K | 4.8% | |
| TIAA-CREF Social Choice Eq Instl Mutual Fund | Other securities | — | — | $498K | 4.6% | |
| Vanguard Small Cap Index Adm Mutual Fund | Other securities | — | — | $471K | 4.4% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Other securities | — | — | $383K | 3.6% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | Other securities | — | — | $311K | 2.9% | |
| Fidelity MidCap Index Premium Mutual Fund | Other securities | — | — | $257K | 2.4% | |
| Vanguard REIT Index Adm Mutual Fund | Common Stock | — | — | $233K | 2.2% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | Common Stock | — | — | $200K | 1.9% | |
| Investment in general insurance fund Group Annuity Contract | Common Stock | — | — | $200K | 1.9% | |
| Promissory Loans, maturing through May 2030, collateralized by participant accounts, with interest rates * Participant Loans of 5.25%-10.50% | Bonds / Notes | — | — | $67K | 0.6% | |
| Expense Budget Account (TFLIC) Suspense Cash Account | Cash / Money Market | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUKUP BUSH & ASSOCIATES PC | 84-1128248 | — | AUDITOR | $6K | — |
