| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARROW HANLEY GLOBAL INVESTORS | 75-2403190 | DALLAS, TX | NONE | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES, INC. | 13-2889432 | — | NONE | $156K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | — | NONE | $91K | — |
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | — | NONE | $75K | — |
| VERITY | — | DURHAM, NC | NONE | $72K | — |
| SMITH AFFILIATED CAPITAL | 13-3105799 | — | NONE | $61K | — |
| THE YOUNGDAHL LAW FIRM, P.C. | — | HOUSTON, TX | NONE | $50K | — |
| U.S. BANK | — | MILWAUKEE, WI | NONE | $25K | — |
| GAMCO | — | MORRISTOWN, NJ | NONE | $17K | — |
| OSBORN CARREIRO & ASSOCIATES | 71-0631123 | — | NONE | $12K | — |
| REGIONS BANK | — | BIRMINGHAM, AL | NONE | $11K | — |
