| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 86-1726596 | EDWARDSBURG, MI | ADVISOR | $221K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | GREAT BEND, KS | CONTRACT ADMIN | $71K | — |
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | CONTRACT ADMIN | $48K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICANTCS FIDUCIARY SERVICES, LLC | 93-2789379 | PITTSBURGH, PA | NONE | $120K | — |
