| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | RICHMOND, TX | — | $113K | — |
| RBC CAPITAL MARKETS | 41-1416330 | DALLAS, TX | — | $111K | — |
| HORIZON ACTUARIAL SERVICES LLC | 26-1370698 | ATLANTA, GA | — | $40K | — |
| HARPER & PEARSON COMPANY, PC | 74-1695589 | HOUSTON, TX | — |
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.
| $32K |
| — |
| CONNER & WINTERS, LLP | 73-1388566 | HOUSTON, TX | — | $21K | — |