| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER CUSTODIAN | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUDD & COMPANY PLLC | 82-0467399 | — | TPA | $9K | — |
| 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.
| AMERIPRISE FINANCIAL SERVICES | — | MINNEAPOLIS, MN | FINANCIAL ADV ISOR | — | — |
