| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | NONE | $153K | — |
| LUKE BAECKER | 16-0836163 | — | EMPLOYEE | $46K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $38K | — |
| EQUITY INVESTMENT CORPORATION | 81-3721999 | — | NONE | $31K | — |
| ARCARA LENDA EUSANIO & STACEY, CPAS | 47-1793720 | — | NONE | $29K | — |
| SAGE ADVISORY SERVICES |
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.
| 74-2798841 |
| — |
| NONE |
| $26K |
| — |
| THOMAS WHITE INTERNATIONAL LTD. | 36-3831152 | — | NONE | $24K | — |
| EDGE | 91-0573307 | — | NONE | $24K | — |
| POLEN CAPITAL MANAGEMENT | 26-0319356 | — | NONE | $22K | — |
| CAPITAL RESEARCH AND MANAGEMENT CO | 95-1411037 | — | NONE | $16K | — |
| LIPSITZ GREEN SCIME & CAMBRIA | 16-0905097 | — | NONE | $8K | — |
| INVESCO ADVISORS, INC. | 58-1707262 | — | NONE | $6K | — |
