| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | CHARLESTON, WV | NONE |
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.
| $133K |
| — |
| UMR | 39-1995276 | LEXINGTON, KY | NONE | $40K | — |
| OSBORNE CARRIERO & ASSOCIATES | 71-0631123 | LITTLE ROCK, AR | NONE | $12K | — |
| GENESIS BENEFIT SOLUTIONS INC | — | INDIANAPOLIS, IN | NONE | $5K | — |
| JOHN DASCOLI PLLC | 20-5780253 | CHARLESTON, WV | NONE | $3K | — |
