| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GEORGIA DENTAL INSURANCE SERVICES | 58-2329489 | — | RELATED PARTY | $411K | — |
| LOCKTON INSURANCE | 20-3354970 | — | NONE | $150K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $28K | — |
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.
