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 | $22K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P Index Instl | Other securities | — | — | $2.0M | 14.3% | |
| Transamerica Stable Value Core Account | Other securities | — | — | $1.8M | 13.1% | |
| Invesco Core Bond A | Other securities | — | — | $947K | 6.8% | |
| PIMCO Income A | Other securities | — | — | $788K | 5.6% | |
| Allspring Core Bond A | Other securities | — | — | $718K | 5.1% | |
| MFS Growth A | Other securities | — | — | $669K | 4.8% | |
| AllianceBernstein Large Cap Growth A | Other securities | — | — | $627K | 4.5% | |
| Putnam Large Cap Value A | Other securities | — | — | $623K | 4.5% | |
| AllianceBernstein Relative Value A | Other securities | — | — | $595K | 4.3% | |
| Janus Henderson Global Equity Income A | Other securities | — | — | $581K | 4.2% | |
| MFS Research International A | Other securities | — | — | $565K | 4.0% | |
| BlackRock High Yield Portfolio Inv A | Other securities | — | — | $554K | 4.0% | |
| Vanguard Small-Cap Index Admiral | Other securities | — | — | $530K | 3.8% | |
| AllianceBernstein Sustainable Global Thematic A | Other securities | — | — | $481K | 3.4% | |
| Vanguard Mid-Cap Index Growth Admiral | Other securities | — | — | $431K | 3.1% | |
| BlackRock Emerging Markets Inv A | Other securities | — | — | $413K | 3.0% | |
| Allspring Special Small Cap Value A | Other securities | — | — | $358K | 2.6% | |
| Nationwide Geneva Small Cap Growth A | Other securities | — | — | $349K | 2.5% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $309K | 2.2% | |
| American Century Mid Cap Value A | Other securities | — | — | $284K | 2.0% | |
| BlackRock Mid-Cap Growth Equity Inv A | Other securities | — | — | $283K | 2.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0947998 |
| — |
| TRUSTEE |
| $167 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACESETTER STEEL SERVICE | 58-1300254 | — | PLAN SPONSOR | $16K | — |