| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEVA CAPITAL MANAGEMENT | 39-1567956 | — | NONE | $285K | — |
| MADISON INVESTMENT ADVISORS | 39-1194160 | — | NONE | $144K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| KOVITZ INVESTMENT GROUP PARTNERS | — | CHICAGO, IL | NONE | $205K | — |
| MIDWEST INSTITUTIONAL TRUST | 93-1799133 | — | NONE | $178K | — |
| WEALTH ENHANCEMENT ADVISORY SERVICE | — | MADISON, WI | NONE | $147K | — |
| ISTHMUS PARTNERS, LLC | — | MADISON, WI | NONE | $89K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $33K | — |
| ROBERT W. BAIRD & CO., INCORPORATED | — | MILWAUKEE, WI | NONE | $25K | — |
| UBS FINANCIAL SERVICES | — | MADISON, WI | NONE | $11K | — |
| GODFREY & KAHN, S.C. | — | MILWAUKEE, WI | NONE | $11K | — |
