| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SRV | — | IRVINE, CA | RECORDKEEPER | $325 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $34K | — |
| Name | EIN | Location | Relation |
|---|
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.
| Direct comp |
|---|
| Indirect comp |
|---|
| EAGLESTONE RETIREMENT SERVICES | — | ROCKVILLE, MD | CONTRACT ADMIN | $8K | — |
| BD & COMPANY INC | — | OWINGS MILL, MD | CONTRACT ADMIN | $4K | — |
