| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | NONE | $76K | — |
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $68K | — |
| EATON PEABODY ATTORNEYS AT LAW | 01-0373027 | — | NONE | $15K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $14K | — |
| LECKENBY BENEFITS CONSULTANTS | 20-4457764 | — | NONE | $14K | — |
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.
