| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS | 20-8874282 | — | ADVISOR | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RED BANK PENSION SERVICES, INC. | 22-2755716 | — | TPA | — | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Indirect comp |
|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $1K | — |
| CREATIVE PLANNING HOLD CO. LLC | 84-4519624 | — | OTHER | — | — |
