| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRG ADVISORS | — | LAKEWOOD RANCE, FL | NONE | $30K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | NONE | $18K | — |
| SECURITIES AMERICA ADVISORS, INC. | — | LA VISTA, NE | NONE | $17K | — |
| TRIAD ADVISORS | — | NORCROSS, GA |
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.
| NONE |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | — | NONE | $120K | — |
| AMERICANTCS FIDUCIARY SERVICES, LLC | 93-2789379 | — | NONE | $42K | — |
| ISC GROUP | — | DALLAS, TX | NONE | $22K | — |
