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 | — | RECORD KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment Contract with Insurance Company New York Life NYL Guaranteed Interest Account - | Other securities | — | — | $1.0M | 21.0% | |
| Fidelity 500 Index | Mutual Funds | — | — | $901K | 18.8% | |
| American Funds American Funds Growth Fund of America R4 | Other securities | — | — | $639K | 13.3% | |
| Dodge & Cox Dodge & Cox Stock I | Other securities | — | — | $383K | 8.0% | |
| American Funds American Funds EuroPacific GR R4 | Other securities | — | — | $329K | 6.9% | |
| Macquarie Diversified Income A | Other securities | — | — | $301K | 6.3% | |
| Baron Small Cap Instl | Other securities | — | — | $256K | 5.3% | |
| Goldman Sachs Goldman Sachs Mid Cap Value Instl | Other securities | — | — | $179K | 3.7% | |
| BlackRock Core Bond Instl | Other securities | — | — | $153K | 3.2% | |
| American Funds American Funds Income Fund of America R4 | Other securities | — | — | $147K | 3.1% | |
| Columbia Mid Cap Index A | Other securities | — | — | $131K | 2.7% | |
| Columbia Small Cap Index A | Other securities | — | — | $115K | 2.4% | |
| MFS International Diversification R4 | Other securities | — | — | $113K | 2.4% | |
| Loomis Sayles Loomis Sayles Global Bond Instl | Other securities | — | — | $63K | 1.3% | |
| maturing through January 2029 | Other securities | — | — | $58K | 1.2% | |
| Interest-Bearing Cash * State Street Bank & Trust Co. Diversified Cash Reserve - | Cash / Money Market | — | — | $18K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 25-1409618 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
