| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL EMPLOYEE BENEFITS ADMINIST | 65-0498809 | PEMBROKE PINES, FL | NONE | $45K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | BETHESDA, MD | NONE | $23K | — |
| MORGAN STANLEY SMITH BARNEY | 13-2919773 | HUNTINGTON, WV | NONE | $10K | — |
| O'DONOGHUE & O'DONOGHUE | 53-0120528 | WASHINGTON, DC | NONE | $9K | — |
| INVESTMENT PERFORMANCE SERVICES | — | NEWTOWN, PA | — | $8K | — |
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.
