| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED ASSET MANAGEMENT ADVISORS | — | DUBLIN, OH | NONE | $47K | — |
| THE LEEMAN GROUP | — | COLUMBUS, OH | NONE | $27K | — |
| WISDOM WEALTH INVESTMENT ADVISORS | — | WORTHINGTON, OH | NONE | $21K | — |
| SCOTT LUCAS | — | WORTHINGTON, OH | NONE | $17K | — |
| PARSEC FINANCIAL MANAGEMENT | — | ASHVILLE, NC | NONE | $16K | — |
| PDS PLANNING, INC. |
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.
| — |
| COLUMBUS, OH |
| NONE |
| $16K |
| — |
| MICHAEL MILDRUM | — | NORWALK, CT | NONE | $13K | — |
| PETER WATERLOO | — | SAN FRANCISCO, CA | NONE | $12K | — |
| STRATOS WEALTH PARTNERS, LTD | — | COLUMBUS, OH | NONE | $11K | — |
| KEVIN FOLEY | — | WORTHINGTON, OH | NONE | $10K | — |
| JAMES FLOWERS | — | COLUMBUS, OH | NONE | $10K | — |
| HORTON NEVILLE SHICK | — | CINCINNATI, OH | NONE | $10K | — |
| FULLEN FINANCIAL | — | COLUMBS, OH | NONE | $9K | — |
| GB WEALTH MANAGEMENT GROUP | — | DUBLIN, OH | NONE | $8K | — |
| GREG MILLER/ANTHONY REILLY | — | DUBLIN, OH | NONE | $7K | — |
| HBKS WEALTH ADVISORS | — | CANFIELD, OH | NONE | $6K | — |
| PETER WATERLOO | — | SAN FRANCISCO, CA | NONE | $5K | — |
| CETERA ADVISOR NETWORKS LLC | — | ST. CLOUD, MN | NONE | — | — |
| THOMAS VORISEK | — | WORTHINGTON, OH | NONE | — | — |
| THE LEEMAN GROUP | — | COLUMBUS, OH | NONE | — | — |
| DEREK SMITH | — | MARIETTA, OH | NONE | — | — |
