| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $616K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVESTMENT MGMT INC | 13-4994650 | — | INVESTMENT MANAGER | $199K | — |
| BRENTWOOD ASSET ADVISORS | 59-3718394 | — | CONSULTANT | $105K | — |
| CAPFINANCIAL PARTNERS, 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.
| — |
| CHARLOTTE, NC |
| INVESTMENT ADVISOR |
| $100K |
| — |
