| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 25-1139840 | — | NONE | $78K | — |
| SAVASTA & COMPANY | 13-3879959 | — | NONE | $13K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $10K | — |
| MCCHESNEY & DALE | 52-1023071 | — | NONE | $10K | — |
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.
