Purchasing Power LLC's EIN is 90-0193342.
Download the official 2024 Form 5500 (PDF) for Purchasing Power LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Purchasing Power LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 FINANCIAL LIFE INS | 36-6071399 | — | RECORDKEEPER | $28K | — |
| LEGACY RETIREMENT SOLUTIONS, LLC | 27-3853858 | — | RECORDKEEPER | $7K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA CPA | 13-2808480 | — | AUDIT | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Vanguard Total Stock Mkt Inx Adm | Mutual Funds | — | — | $11.4M | 44.5% | |
| Transamerica Neuberger Berman Strategic Income R6 | Other securities | — | — | $2.3M | 9.0% | |
| * Transamerica Stable Value Ascend Account | Guaranteed Income / GIC | — | — | $2.1M | 8.2% | |
| Transamerica Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $1.8M | 7.1% | |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $998K | 3.9% | |
| Transamerica American Funds 2035 Target Date Retire R6 | Mutual Funds | — | — | $866K | 3.4% | |
| Transamerica Hartford International Opportunities R6 | Other securities | — | — | $863K | 3.4% | |
| Transamerica American Funds Washington Mutual R6 | Mutual Funds | — | — | $687K | 2.7% | |
| Transamerica American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $484K | 1.9% | |
| Transamerica American Funds 2030 Target Date Retire R6 | Mutual Funds | — | — | $421K | 1.6% | |
| Transamerica American Funds New World R6 | Mutual Funds | — | — | $409K | 1.6% | |
| Transamerica Fidelity Mid Cap Index | Mutual Funds | — | — | $384K | 1.5% | |
| STATE STREET INTERNATIONAL INDEX NL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 166 | Common Collective Trust | — | — | $374K | 1.5% | |
| Transamerica JPMorgan SMID Cap Equity R6 | Other securities | — | — | $365K | 1.4% | |
| Transamerica American Funds 2055 Target Date Retire R6 | Mutual Funds | — | — | $292K | 1.1% | |
| Transamerica DFA Selectively Hedged Global F/I I | Mutual Funds | — | — | $270K | 1.0% | |
| Transamerica American Funds 2050 Target Date Retire R6 | Mutual Funds | — | — | $234K | 0.9% | |
| Notes receivable from participants * Participant notes Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $199K | 0.8% | |
| Transamerica American Funds 2045 Target Date Retire R6 | Mutual Funds | — | — | $189K | 0.7% | |
| Transamerica BlackRock Global Allocation Instl | Other securities | — | — | $185K | 0.7% | |
| s * Transamerica American Funds 2025 Target Date Retire R6 | Pooled Separate Accounts | — | — | $24K | <0.1% | |
| Transamerica American Funds 2060 Target Date Retire R6 | Mutual Funds | — | — | $19K | <0.1% | |
| Transamerica American Funds 2040 Target Date Retire R6 | Mutual Funds | — | — | $17K | <0.1% | |
| Transamerica American Funds 2065 Target Date Retire R6 | Mutual Funds | — | — | $13K | <0.1% | |
| Transamerica Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $12K | <0.1% | |
| Transamerica Invesco Global Opportunities R6 | Mutual Funds | — | — | $7K | <0.1% | |
| BLACKROCK GLOBAL ALLOC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 864 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET U.S. BD INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LORD ABBETT HI YLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 660 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE INTERNATNL DISCOVERY TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 780 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD INTRNTL OPPS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 643 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GR RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN SMID CAP EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 949 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BRANDYWINEGLOBAL - GLO OPP BOND RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 950 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NEUBERGER BERMAN STRATGC INCOME RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 952 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALGER SMALL CAP FOCUS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 092 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN 2025 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 293 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN 2030 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 294 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN 2035 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 295 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN 2040 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 296 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN 2045 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 297 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN 2050 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 298 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN 2055 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN 2060 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 300 | Pooled Separate Account | — | — | $0 | <0.1% |
