| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638116 | NEW YORK, NY | INVESTMENT CUSTODIAN | $100 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | CONSULTANT | $18K | — |
| Name | EIN | Location |
|---|
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.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| TED SOILEAU CPA LLC | 45-1621265 | BATON ROUGE, LA | ACCOUNTANT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRANCH, JENNINGS & GARVEY | 65-0513048 | NASHVILLE, TN | ATTORNEY | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | ADMINISTRATOR | $72K | — |
| EXPRESS SCRIPTS | 43-1420563 | ST. LOUIS, MO | RX DISCOUNT | $46K | — |
