| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $22K | — |
| DANIELS, IRWIN & AYLOR CPAS | — | MADISON, TN | NONE | $7K | — |
| BRANSTETTER, STRANCH & JENNINGS | 62-0513048 | NASHVILLE, TN | NONE | $6K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | — | NEWTOWN, PA | NONE | $5K | — |
| MUTUAL FUNDS | — | — | NONE | $0 | — |
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.
