| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES | 26-1370698 | — | NONE | $165K | — |
| PACIFIC SOUTHWEST ADMINISTRATORS | 46-4942970 | — | NONE | $138K | — |
| VERUS ADVISORY, INC | 91-1320111 | — | NONE | $80K | — |
| SEYFARTH, SHAW, LLP | 36-2152202 | — | NONE | $78K | — |
| INVESCO | 98-0557567 | — | NONE | $39K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 |
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.
| — |
| NONE |
| $34K |
| — |
| WOHLNER, KAPLON, CUTLER, ET AL | 95-4177931 | — | NONE | $22K | — |
| U.S. BANK, NA | 31-0841368 | — | NONE | $15K | — |
