| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DEGREE ADVISORS | 55-5888999 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMEG CORP | 47-5145628 | — | PLAN ADMINISTRATOR | $55K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES LLC | 13-4238973 | — | NONE | $149K | — |
| EIDE BAILLY | 45-0250958 | — | NONE | $27K | — |
| SIMON FINANCIAL | 73-1703929 | — | NONE | $9K | — |
| PRUDENT FIDUCIARY SERVICES | 82-1818132 | — | NONE | $5K | — |
