| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP/AMERICAN FUNDS | 95-6817943 | SAN ANTONIO, TX | RECORDKEEPER | $535 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | CARLSBAD, CA | BROKER DEALER FIRM | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Indirect comp |
|---|
| SAN DIEGO PENSION CONSULTANTS | 33-0461574 | SAN DIEGO, CA | CONTRACT ADMINISTRATOR | $2K | — |
