| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLTON | — | TOWSON, MD | NONE | $180K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $124K | — |
| DIETRICH & ASSOCIATES, INC. | — | PLYMOUTH MEETING, PA | — | $73K | — |
| SMITH & DOWNEY | — | BALTIMORE, MD | — | $69K | — |
| WELLS FARGO BANK, N.A. | 56-1354495 | — | NONE | $34K | — |
| FIDUCIENT ADVISORS | — |
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.
| CHICAGO, IL |
| — |
| $8K |
| — |