| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE KNOWN | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | NONE KNOWN | $64K | — |
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.
| STIFEL |
| 43-0538770 |
| — |
| NONE KNOWN |
| $48K |
| — |
| FIDELITY IIOC, INC. | 04-2647786 | — | NONE KNOWN | $30K | — |
| MILLER JOHNSON SNELL & CUMMISKEY PC | 38-1603110 | — | NONE KNOWN | $20K | — |
