| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 38-3838543 | — | NONE | $89K | — |
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $15K | — |
| KIRKPATRICK PRICE, INC. | 83-1273730 | — | NONE | $11K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $8K | — |
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.
