| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | 27-1175487 | — | NONE | $110K | — |
| AON CONSULTING, INC. | 22-2232264 | CHICAGO, IL | NONE | $34K | — |
| COOK STREET CONSULTING | — | GREENWOOD VILLAGE, CO | NONE | $30K | — |
| CHARLES SCHWAB BANK | 34-1479833 | SAN FRANCISCO, CA | NONE | $16K | — |
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.
