| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LJI WEALTH MANAGEMENT, LLC | 26-0237809 | INDIANAPOLIS, IN | SERVICE PROVIDER | $13K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | SERVICE PROVIDER | $6K | — |
| MCGREGOR & ASSOCIATES, INC. | 61-1680054 | LEXINGTON, KY | SERVICE PROVIDER | $417 | — |
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.
