| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUNEYARD FINANCIAL GROUP, INC. | 77-0445521 | CAMPBELL, CA | BROKER | $90K | — |
| KESTRA INVESTMENT SERVICES, | — | AUSTIN, TX | BROKER/DEALER FIRM | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE |
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.
| 31-1592130 |
| COLUMBUS, OH |
| TRUSTEE |
| $969 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN DESIGN CONSULTANTS, INC. | 94-2936206 | CARLSBAD, CA | TPA | $7K | — |
