| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY PERSONAL TRUST COMPANY FSB | 04-3523567 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation |
|---|
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.
| Direct comp |
|---|
| Indirect comp |
|---|
| OXFORD FINANCIAL GROUP, LTD | — | CARMEL, IN | INVESTMENT MANAGEMENT | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY, INC. | 82-1371994 | — | TPA | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE, LLP | — | CHICAGO, IL | AUDITOR | $22K | — |
