| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DULANEY & COMPANY, INC. | 11-3647718 | MIAMI, FL | NONE | $184K | — |
| BENEFIT RESOURCES, INC. | 76-0560942 | HOUSTON, TX | NONE | $83K | — |
| ROBERT HARRELL INCORPORATED | 75-2387209 | AUSTIN, TX | NONE | $77K | — |
| BAAB & DENISON, LLP | 75-2617281 | DALLAS, TX | NONE | $41K | — |
| EDWARDS AND LEATHERS, P.C. | 20-8739519 | BAYTOWN, TX | NONE | $25K | — |
| ALBERT LEVY, P.C. |
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.
| 75-2653991 |
| DALLAS, TX |
| NONE |
| $24K |
| — |
| C.S. MCKEE, L.P. | 25-1900068 | PITTSBURGH, PA | NONE | $17K | — |
