| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT RESOURCES, INC. | 76-0560949 | HOUSTON, TX | NONE | $144K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | NEW YORK, NY | NONE | $79K | — |
| TED WINDSOR & ASSOCIATES | 36-4374704 | WINNETKA, IL | NONE | $50K | — |
| ROBIEN, URANN, SPENCER, PICARD & CA | 72-0999672 | METAIRIE, LA |
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.
| NONE |
| $32K |
| — |
| EDWARDS AND LEATHERS, P.C. | 20-8739519 | BAYTOWN, TX | NONE | $14K | — |
