| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | DALLAS, TX | NONE | $53K | — |
| STEPHENS VALUATION SYSTEMS | 75-1761182 | DALLAS, TX | NONE | $24K | — |
| BENEFIT RESOURCES, INC. | 76-0560942 | HOUSTON, TX | NONE | $20K | — |
| CONNER & WINTERS | 73-1388566 | HOUSTON, TX | NONE | $17K | — |
| EDWARDS AND LEATHERS, P.C. | 20-8739519 | BAYTOWN, TX | NONE | $11K | — |
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.
