| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SVCS INC. | — | WEST CONSHOHOCKEN, PA | NONE | $133K | — |
| FIDUCIENT ADVISORS | — | WINDSOR, CT | NONE | $34K | — |
| WELLS FARGO, N.A. | 56-0898180 | — | NONE | $23K | — |
| PFK O'CONNOR DAVIES LLP | 27-1728945 | — | NONE | $2K | — |
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.
