| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | 20-3354970 | — | BROKER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SISCO | 42-1144827 | — | TPA | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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.
| COTERIE |
| 81-4305047 |
| — |
| PP NETWORK |
| $44K |
| — |
| BENEFITELECT INC. | 47-2294586 | — | ADMINISTRATOR | $9K | — |
| WELLFLEET | 95-4077789 | — | ADMINISTRATOR | $8K | — |
