| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE FINANCIAL SERVICES INC. | 31-1592130 | COLUMBUS, OH | CUSTODIAN | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOSEPH BARRY CO LLC | 26-1449163 | NEW BEDFORD, MA | INVESTMENT ADVISORY | — | — |
| LINCOLN FINANCIAL ADVISORS CORP | 35-1151034 | FORT WAYNE, IN | INVESTMENT ADVISORY | — | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
