| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION FINANCIAL SERVICES, INC. | — | DULUTH, GA | — | $46K | — |
| BRINKER INVESTMENTS | — | OMAHA, NE | — | $44K | — |
| IMA ADVISORY SERVICES INC | — | WICHITA, KS | — | $9K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | — | COLUMBUS, OH | — | $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.
