| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT CUSTODIAN | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FINANCIAL LLC | 26-2409128 | NORTHBROOK, IL | INVESTMENT ADVISOR | $2K | — |
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $0 | — |
| MORGAN STANLEY INS SVCS INC | — |
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.
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT STRATEGIES, LLC | 27-0017183 | LITTLE CHUTE, WI | THIRD PARTY ADMIN. | $1K | — |
