| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| CAPITAL RETIREMENT PLAN SERVICES | 25-1802421 | CANONSBURG, PA | TPA | $150 | — |
| Name | EIN |
|---|
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.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | — | INVESTMENT ADVISOR | $9K | — |
| ADVISED ASSETS GROUP | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $5K | — |
| LPL FINANCIAL LLC | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $3K | — |
