| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE O.N. EQUITY SALES CO. | 31-0742113 | — | INVESTMENT ADVISORY-PLAN | $17K | — |
| MORGAN STANLEY GLOBAL BANKING | 26-4310632 | — | INVESTMENT ADVISORY-PLAN | $13K | — |
| CORECAP ADVISORS |
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.
| 23-2809463 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $2K |
| — |
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY-PLAN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 62-1874769 | — | TPA, RECORDKPR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL SECURITIES, INC. OF CALIF. | 95-3703162 | — | OTHER SERVICES | $2K | — |
| WELLS FARGO ADVISORS LLC | 34-1542819 | — | OTHER SERVICES | $133 | — |
| REVALUE LLC | 46-4847283 | — | OTHER SERVICES | $80 | — |
