| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID VAUGHAN INVESTMENTS, INC | 37-1272863 | — | NONE | $204K | — |
| QUORUM | 37-1331544 | — | NONE | $73K | — |
| UNITED ACTUARIAL SERVICES, INC | 35-2156428 | — | NONE | $68K | — |
| KERBER, ECK & BRAECKEL LLP | 43-0352985 | — | NONE | $48K | — |
| CAVANAGH & O'HARA | 37-1259635 | — | NONE | $38K | — |
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.
