| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER INSURANCE ANNUITY CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | — | NEW YORK, NY | BROKER ADVISOR | $0 | — |
| 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 |
|---|
| MORGAN STANLEY INSURANCE SERVICES | — | NEW YORK, NY | BROKER ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREFERRED PENSION CONCEPTS, INC. | 13-3384874 | ARMONK, NY | CONTRACT ADMINISTRATOR | $5K | — |
