| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | LOS ANGELES, CA | NONE | $11K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | — | NONE | $10K | — |
| FORVIS LLP | 43-1815436 | — | NONE | $3K | — |
| BKD WEALTH ADVISORS, LLC - MO | 44-0160260 | — | NONE | $2K | — |
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.
