| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | DRESHER, PA | NONE | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENT FIDUCIARY SERVICES, LLC | — | WEST COVINA, CA | NONE | $106K | — |
| JOSEPHSON & JOSEPHSON |
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.
| 13-4092524 |
| — |
| NONE |
| $60K |
| — |
| WILMINGTON TRUST | — | WILMINGTON, DE | NONE | $17K | — |
