| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY FINANCIAL STRATEGIES, LLC | — | OVERLAND PARK, KS | ADVISOR | $8K | — |
| LEGACY FINANCIAL STRATEGIES | — | LEAWOOD, KS | ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION |
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.
| 26-4477125 |
| ALTAMONTE SPRINGS, FL |
| CONTRACT ADMINISTRATOR |
| $13K |
| — |
