| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $202K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $31K | — |
| SUN LIFE CAPITAL MANAGEMENT | 68-0635051 | — | NONE | $25K | — |
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $14K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1466678 | — | NONE | $13K | — |
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.
