| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 31-1558779 | LEXINGTON, KY | NONE | $1.1M | — |
| CENTRAL BANK & TRUST COMPANY | — | LEXINGTON, KY | NONE | $47K | — |
| PNC INSTITUTIONAL INVESTMENTS | 25-1211909 | CLEVELAND, OH | NONE | $28K | — |
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | NONE | $18K | — |
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.
