| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1975125 | MINNEAPOLIS, MN | — | $149K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | CHICAGO, IL | — | $55K | — |
| DEBOER & ASSOCIATES, PC | 47-0836395 | OMAHA, NE | — | $30K | — |
| MELISSA BAILEY | 42-0842882 | DES MOINES, IA | — | $29K | — |
| CEDAR RAPIDS BANK & TRUST | 42-1524302 | CEDAR RAPIDS, IA | — | $21K | — |
| BLAKE & UHLIG, P.A. |
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.
| 48-0918231 |
| KANSAS CITY, KS |
| — |
| $11K |
| — |
| COMMUNITY STATE BANK | 42-0839178 | JOHNSTON, IA | — | $9K | — |
