| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | BLOOMINGTON, MN | — | $300K | — |
| SEI PRIVATE TRUST | 23-1707341 | OAKS, MA | — | $138K | — |
| FOX ROTHSCHILD | 23-1404723 | MINNEAPOLIS, MN | — | $65K | — |
| CLIFTONLARSON ALLEN LLC | 41-0746749 | MINNEAPOLIS, MN | — | $23K | — |
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.
| CAPFINANCIAL PARTNERS | 26-0058143 | RALEIGH, NC | — | $7K | — |
