| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUESTAR AMERITAS | 47-0098400 | — | RECORDKEEPER | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WADLEY FINANCIAL GROUP LLC | 58-2454601 | — | ADVISOR | $173K | — |
| LEAFHOUSE FINANCIAL ADVISORS | 26-4311657 | — | 3(38) ADVISOR PROVIDER | $14K | — |
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 |
|---|---|---|---|---|---|
| RETIREMENT PLAN ADMINISTRATORS | 58-2365498 | — | TPA | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO | 82-3967259 | — | INVESTMENT SE RVICE PROVI | $9K | — |
