| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $48K | — |
| BHA CONSULTING | 26-1384808 | SUWANEE, GA | NONE | $28K | — |
| MORGAN STANLEY | 26-4310632 | WEST PALM BEACH, FL | NONE | $22K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $17K | — |
| TRUIST BANK | 56-0939887 | CHARLOTTE, NC | NONE | $5K | — |
| O'DONOGHUE & O'DONOGHUE LLP |
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.
| — |
| WASHINGTON, DC |
| NONE |
| $5K |
| — |
| MUTUAL & EXCHANGE TRADED FUNDS | — | — | NONE | $0 | — |
