| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | SAINT LOUIS, MO | INVESTMENT MANAGEMENT | $33K | — |
| MANAGEMENT PLANNING, INC. | 21-0646362 | LAWRENCEVILLE, NJ | VALUATION ADVISOR | $13K | — |
| HIGHLAND CONSULTING ASSOCIATES, INC | 34-1753575 | WESTLAKE, OH | INVESTMENT MANAGEMENT | $9K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MGM GROUP INC | 93-4596146 | CHAGRIN FALLS, OH | TRUSTEE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | CLEVELAND, OH | THIRD PARTY ADMINISTRATOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYNE NICKLES & COMPANY | 34-1664586 | NORWALK, OH | AUDITOR | $32K | — |
