| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $73K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | RETAINED BY CLIENT | $48K | — |
| AUXIANT | 42-1426202 | — | RETAINED BY CLIENT | $47K | — |
| EMPLOYEE FRINGES AUDIT COMPANY | 42-1122328 | — | RETAINED BY CLIENT | $12K | — |
| UHY, LLP | 20-0694403 | — | RETAINED BY CLIENT | $10K | — |
| WAGNER LAW FIRM | 04-3323315 |
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.
| — |
| RETAINED BY CLIENT |
| $7K |
| — |
