| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | 35-0921680 | CHARLOTTESVILLE, VA | NONE | $110K | — |
| PENCHECKS, INC. | 33-6134835 | — | NONE | $74K | — |
| SUMMIT FIDUCIARY GROUP | 92-3858998 | — | NONE | $63K | — |
| GRANT THORNTON LLP | — | CHICAGO, IL | NONE | $56K | — |
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.
