| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN/RECORD KEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGO ONE SEVEN LLC | 88-2000569 | BEACHWOOD, OH | INVESTMENT ADVISOR | $31K | — |
| MGO SECURITIES CORP | 34-1783986 | BEACHWOOD, OH | INVESTMENT ADVISOR | $0 | — |
| NATIONWIDE | 31-4177100 | COLUMBUS, OH |
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.
| INVSTMENT ADVISOR |
| $0 |
| — |
| MGO INVESTMENT ADVISORS, INC. | — | BEACHWOOD, OH | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGO ONE SEVEN, LLC | 88-2000569 | BEACHWOOD, OH | TPA | $59K | — |
