| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL LIFE ADVISORS LLC | 20-0201132 | — | INVESTMENT ADVISOR | $25K | — |
| HAUSER RETIREMENT SOLUTIONS 2 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.
| — |
| CINCINNATI, OH |
| INVESTMENT ADVISOR |
| $3K |
| — |
| HAUSER RETIREMENT SOLUTIONS 2, LLC | 36-4906731 | — | ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | — | HOUSTON, TX | CONTRACT ADMIN | $3K | — |
| ALLIANCE BENEFIT GROUP OF HOUSTON | — | HOUSTON, TX | CONTRACT ADMIN | $319 | — |
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | — | TPA | $0 | — |
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | — | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INS CO | 04-1590850 | — | SERVICE PROVIDER | $79K | — |
