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 CO | 39-0989781 | CEDAR RAPIDS, IA | RECORDKEEPER | $50K | — |
| BEN-X LLC | 26-1448788 | LEHI, UT | RECORD KEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA FINANCIAL GROUP | 30-0588666 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| STATE STREET US BOND INDEX TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 000 | Pooled Separate Account | $2.2M | 21.0% |
| TA VANGUARD TOTAL STOCK MARKET TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 000 | Pooled Separate Account | $1.8M | 17.5% |
| STATE STREET INTERNATIONAL INDEX TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 000 | Pooled Separate Account | $1.7M | 16.1% |
| STATE STREET LARGE CAP GROWTH TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 000 | Pooled Separate Account | $1.0M | 9.9% |
| STATE STREET LARGE CAP VALUE TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 000 | Pooled Separate Account | $965K | 9.3% |
| STATE STREET MID CAP INDEX TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 000 | Pooled Separate Account | $891K | 8.6% |
| STATE STREET SMALL CAP INDEX TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 000 | Pooled Separate Account | $794K | 7.6% |
| STATE STREET RUSSELL SMALL CAP GROW TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 000 | Pooled Separate Account | $475K | 4.6% |
| EL SEGUNDO, CA |
| BROKER |
| $0 |
| — |
