| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE INVESTMENT CENTER, INC. | — | — | NONE | $318K | — |
| RPG CONSULTANTS | 13-4077182 | HEWLETT, NY | NONE | $199K | — |
| MG TRUST COMPANY | 75-3182674 | DENVER, CO | NONE | $37K | — |
| QBOX FIDUCIARY SOLUTIONS, LLC | 46-2486380 | FORT WAYNE, IN | NONE | $35K | — |
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.
| AUSTIN 3(16) FIDUCIARY LIMITED | 46-2981114 | OCEANSIDE, NY | NONE | $21K | — |
