| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIED ADVISORS GROUP, LLC | 82-3486640 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPSTONE ADMINISTRATORS | 35-2260019 | — | NONE | $88K | — |
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.
| KAM SERVICES LLC |
| 20-0401331 |
| — |
| PLAN SPONSOR AFFILIATE |
| $68K |
| — |
| BUSINESSOLVER | 42-1503807 | — | NONE | $64K | — |
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | NONE | $19K | — |
