| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH RISK PARTNERS LLC | — | ST. CLOUD, MN | AGENT/BROKER | $70K | — |
| NORTH RISK PARTNERS LLC | — | ROCHESTER, MN | AGENT/BROKER | $17K | — |
| EMERSON ROGERS LLC | — | BLUE BELL, PA | AGENT/BROKER | $13K | — |
| GARY WARE AND ASSOCIATES | — | CHAMPAIGN, IL | AGENT/BROKER | $11K | — |
| MATTHEW REDNOUR | — | BETTENDORF, IA | AGENT/BROKER | $9K | — |
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.
