| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRG FIDUCIARY SERVICES | 82-3095168 | — | ADVISORY | $62K | — |
| ISC ADVISORS, INC. | — | DALLAS, TX | INVESTMENT ADVISOR | $14K | — |
| HALL WEALTH MANAGEMENT | — | CARROLLTON, TX | INVESTMENT ADVISOR | $9K | — |
| TRIAD ADVISORS | — | NORCROSS, GA | INVESTMENT ADVISOR | $6K | — |
| Name | EIN |
|---|
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.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| TOUCHSTONE RETIREMENT GROUP, LLC | 45-3210377 | — | TPA | $7K | — |
