| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISCONSIN BANK & TRUST | 39-0226090 | — | SERVICE PROVIDER | $27K | — |
| FRANK PENSION CONSULTANTS, LTD. | 45-3569850 | — | SERVICE PROVIDER | $26K | — |
| COLEMAN & WILLIAMS, LTD. | 39-1658905 | — | SERVICE PROVIDER | $18K | — |
| PENCHECKS TRUST COMPANY OF AMERICA | 33-6134835 | — | SERVICE PROVIDER | $8K | — |
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.
