| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPTIAL INVESTMENTS | — | OMAHA, NE | INVESTMENT MANAGEMENT | $27K | — |
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $2K | — |
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $0 | — |
| WESTERN INTERNATIONAL SECURITIES | — | PASADENA, CA | INVESTMENT ADVISORY | $0 | — |
| WESTERN INTERNATIONAL SECURITIES | — | PASADENA, CA | INVESTEMENT ADVISORY | $0 | — |
| WESTERN INTERNATIONAL SECURITES |
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.
| — |
| PASADENA, CA |
| INVESTMENT ADVISORY |
| $0 |
| — |
| WESTERN INTERNATIONAL SECURITES | — | PASADENA, CA | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS, INC. | — | OMAHA, NE | THIRD PARTY ADMINISTRATOR | $7K | — |
| BENEFIT PLANS, INC. | — | OMAHA, NE | THIRD PARTY ADMINISTRATOR | $2K | — |
