| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $156K | — |
| AON HEWITT INVESTMENT CONSULTING | 36-3109431 | — | RETAINED BY EMPLOYER | $48K | — |
| HUNTON ANDREWS KURTH LLP | 04-3448542 | — | RETAINED BY EMPLOYER | $22K | — |
| BROWN, EDWARDS & COMPANY, LLP | 54-0504608 | — | RETAINED BY EMPLOYER | $15K | — |
| CREATIVE PLANNING, LLC | 84-4519624 | — | RETAINED BY EMPLOYER | $6K | — |
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.
