| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFIT LAW GROUP | — | FOLSOM, CA | NONE | $20K | — |
| HUTCHINSON AND BLOODGOOD LLP | 95-0858589 | GLENDALE, CA | NONE | $16K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | SAN FRANCISCO, CA | NONE | $6K | — |
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.
