| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAE GROUP, LLC | 83-4646394 | — | NONE | $71K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $13K | — |
| MARKOWITZ & RICHMAN | 23-2111581 | — | NONE | $11K | — |
| US BANK, N.A. | 31-0841368 | — | NONE | $9K | — |
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.
