| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 20-3691658 | IRVINE, CA | RECORDKEEPER | $613 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISOR | $45K | — |
| Name | EIN | Location | Relation | Direct 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.
| Indirect comp |
|---|
| FIRST AMERICAN BANK | 36-1078850 | ELK GROVE VILLAGE, IL | CONTRACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRIGAN KRAUSE | 37-1574855 | WESTLAKE, OH | ACCOUNTANT | $12K | — |