| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3D ASSET MANAGEMENT | — | HARTFORD, CT | INVESTMENT ADVISOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION GROUP | 20-0235252 | JAMESTOWN, NC | CONTRACT ADMIN | $12K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Indirect comp |
|---|
| ASPIRE FINANCIAL SERVICES, LLC | 27-1033755 | TAMPA, FL | SERVICE PROVIDER | $14K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | SERVICE PROVIDER | $550 | — |
