| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIC | 54-1310469 | — | NONE | $92K | — |
| SHANNON MILLETTE | 42-0583743 | MOSS POINT, MS | NONE | $73K | — |
| RAYMOND JAMES | 59-1237041 | — | NONE | $30K | — |
| SAGE | 74-2798841 | — | NONE | $29K | — |
| KALIFEH BEDSOLE ADAMS,PC | 63-1134001 | MOBILE, AL | NONE | $27K | — |
| LOOMIS | — | — | NONE | $21K |
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.
| — |
| ROBEIN, URANN, SPENCER, PICARD | 72-0999672 | — | NONE | $17K | — |
| DUMMER LAW GROUP, PLLC | 46-4066516 | BILOXI, MS | NONE | $16K | — |
| KAYNE | 95-4575414 | — | NONE | $14K | — |
| LAZARD | 05-0530199 | — | NONE | $11K | — |
| HANCOCK/WHITNEY | 64-0169065 | — | NONE | $5K | — |
