| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $2K | — |
| TPA SERVICES, INC. | 84-1571661 | — | RECORDKEEPER | $500 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| AMERIPRISE FINANCIAL SERVICES INC |
| 41-0973005 |
| — |
| INVESTMENT ADVISORY |
| $2K |
| — |
| THE BRYN MAWR TRUST COMPANY | 23-0441580 | — | INVESTMENT ADVISORY | $87 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY WISE, LLC | 81-3799174 | — | PLAN ADMINSITRATOR | $175 | — |
