| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST ADVISORS, LLC | 45-0479693 | — | N/A | $51K | — |
| ASPIRE FINANCIAL | 27-1033755 | — | N/A | $23K | — |
| ASCENSUS | 11-3665754 | — | N/A | $18K | — |
| CARR, RIGGS, INGRAM, LLC | 72-1396621 | — | N/A | $0 | — |
| HILL, WARD & HENDERSON, P.A. | 59-2678550 | — | N/A | $0 | — |
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.
