| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS ADVISORS | 27-3188744 | — | NONE | $95K | — |
| BUCK GLOBAL LLC | 13-3954297 | — | NONE | $77K | — |
| RELIANCE TRUST | 58-1428634 | — | NONE | $39K | — |
| TANNER LLC | 20-2253063 | — | NONE | $24K | — |
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.
