| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTERIE | 81-4305047 | — | ADMINISTRATOR | $19K | — |
| BENEFIT ELECT INC | 47-2294586 | — | ADMINISTRATOR | $8K | — |
| SISCO | 42-1144827 | — | ADMINISTRATOR | $8K | — |
| BEACON RISK STRATEGIES, LLC | 13-4279673 | — | ADMINISTRATOR | $7K | — |
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.
