| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT SOLUTIONS INC. | 51-0439960 | BARBOURSVILLE, KY | NONE | $74K | — |
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | CHARLESTON, WV | NONE | $25K | — |
| UMR | 39-1995276 | LEXINGTON, KY | NONE | $19K | — |
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | NONE | $5K | — |
| GENESIS BENEFIT SOLUTIONS INC. | — | INDIANAPOLIS, IN | NONE | $5K | — |
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.
