| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORPORATE BENEFIT SYSTEMS, INC. | — | NEWPORT BEACH, CA | NONE | $12K | — |
| BEACON ADVISORS | 27-0636826 | PALM DESERT, CA | NA | $10K | — |
| JULY BUSINESS SERVICES, LLC | 74-2715820 | WACO, TX | NA | $8K | — |
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.
