| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFG | 42-0127290 | — | INVESTMENT MANAGEMENT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ | 43-1947695 | — | OTHER SERVICES | $18K | — |
| GREATBANC | 75-6769709 | — | FIDUCIARY SERVICES | $15K | — |
| STERN BROTHERS | 23-4567891 | — | VALUATION SERVICES | $14K |
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.
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