| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA FINANCIAL GROUP (ECM SOLUTIONS) | 20-2557329 | — | BROKER | $12K | — |
| E. K. MCCONKEY & CO., INC. | 23-3086396 | — | BROKER | $8K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $8K | — |
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.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| PLANNED ADMINISTRATORS, INC. | 57-0718839 | — | ADMIN | $39K | — |
