| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | — | KANSAS CITY, MO | NONE | $46K | — |
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.
| SCHUCHAT, COOK, & WERNER |
| — |
| ST LOUIS, MO |
| NONE |
| $20K |
| — |
| INVESTMENT CONSULTING GROUP, INC. | 42-1358707 | — | NONE | $18K | — |
| RJ LEE & ASSOCIATES L.C. | 42-1513015 | — | NONE | $15K | — |