| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRO ACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $2K | — |
| IRON FIDUCIARY | 99-9552241 | — | FINANCIAL ADVISOR | $2K | — |
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN |
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.
| FINANCIAL ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AB&D CO | 54-1703353 | — | PLAN CONSULTING | $1K | — |