| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | ADVISOR | $33K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| WORLD INVESTMENT ADVISORS LLC |
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.
| 61-1758632 |
| — |
| ADVISOR |
| $8K |
| — |
| WORLD INVESTMENTS INC | 22-2825878 | — | ADVISOR | $8K | — |
