| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | BLOOMFIELD HILLS, MI | ADVISOR | $3K | — |
| STRATEGIC WEALTH MANAGEMENT | 86-2425992 | CORPUS CHRISTI, TX | ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| 81-0759783 |
| CORPUS CHRISTI, TX |
| PLAN ADMINISTRATOR |
| $417 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | 41-0973005 | MINNEAPOLIS, MN | CONSULTING | $716 | — |
