| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | RECORD KEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPLFINANCIAL LLC | 95-2834236 | WALLED LAKE, MI | ADVISOR | $90K | — |
| STRATEGIC WEALTH MANAGEMENT | 86-2425992 | CORPUS CHRISTI, TX | ADVISOR | $0 | — |
| BENEFITEXCEL LLC | — | CORPUS CHRISTI, TX |
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.
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN316 | 81-0759783 | CORPUS CHRISTI, TX | PLAN ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK FOWLER & CO., PLLC | — | CORPUS CHRISTI, TX | ACCOUNTANT | $0 | — |
