| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE | 13-5581829 | — | NONE | $232K | — |
| EMPOWER | 84-1455663 | — | NONE | $117K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $50K | — |
| TUCKER ARENSBURG | 25-0711430 | — | NONE | $35K | — |
| DICLAUDIO & KRAMER, LLC | 27-0889793 | — | NONE | $19K | — |
| MEYER, UNKOVIC, & SCOTT | 25-1344985 | — |
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.
| NONE |
| $12K |
| — |
| ALLAN BATES AND ASSOCIATES | 25-1460327 | — | NONE | $8K | — |