| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOPER SAVAS LLC | 27-5169784 | — | INVESTMENT ADVISORY | $9K | — |
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
| ORENDA RETIREMENT LLC | 36-4877979 |
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.
| — |
| CONTRACT ADMINISTRATOR |
| $3K |
| — |
| SIDE BY SIDE FINANCIALS, INC. | 27-3232902 | — | CONTRACT ADMINISTRATOR | $0 | — |
