| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTIBENEFIT SERVICES | 36-4104766 | — | NONE | $112K | — |
| INVESTMENT PLANNING ASSOCIATES | 35-1414182 | — | NONE | $18K | — |
| AETNA ASA | 06-6033492 | — | NONE | $15K | — |
| CORESOURCE | 35-1846036 | — | NONE | $5K | — |
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.
