| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TED SOILEU CPA LLC | 45-1621265 | BATON ROUGE, LA | — | $9K | — |
| JEREMY PALMER | 61-1465429 | BATON ROUGE, LA | — | $5K | — |
| RBC CAPITAL MARKETS, LLC | 41-1416330 | DALLAS, TX | — | $3K | — |
| THOMAS LOCKWOOD | 72-1260484 | BATON ROUGE, LA | — | $390 | — |
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.
