| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ASSET MANAGMENT | 23-1945930 | — | NONE | $252K | — |
| SOUTHWEST SERVICE ADMINSTRATORS | 86-0785790 | ALBUQUERQUE, NM | NONE | $77K | — |
| CONNER & WINTERS | 73-1388566 | HOUSTON, TX | NONE | $50K | — |
| CLIFTONLARSONALLEN, LLP | 41-0746749 | BELLEVUE, WA | NONE | $47K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | DALLAS, TX | NONE | $10K | — |
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.
