| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $293K | — |
| RUSSELL INVESTMENTS TRUST COMPANY | 91-1116938 | — | NONE | $76K | — |
| ISLERDARE PC | — | VIENNA, VA | NONE | $72K | — |
| FORVIS MAZARS, LLP | 44-0160200 | — | NONE | $49K | — |
| COOK STREET CONSULTANTS | — | GREENWOOD VILLAGE, CO | NONE | $15K | — |
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.