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 RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $768 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 54-0910269 | — | BROKER | $0 | — |
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 | |||
|---|---|---|---|
| INVESCO STABLE VALUE TRUST RET OPT TRANSAMERICA FINANCIAL LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | $6.7M | 19.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXUS ADMINISTRATORS, INC. | 77-0586222 | — | TPA | $0 | — |