| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | RECORDKEEPING | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | INVESTMENT ADVISORY | $87K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 94-1503999 | — | ACTUARIAL | $59K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | ACCOUNTING | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNOR & WINTERS | 73-1388566 | — | LEGAL | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEBBIE FOISY | — | FORT WORTH, TX | EMPLOYEE | $97K | — |
| INVESCO | 76-0352823 | — | NONE | $16K | — |
| BENEFIT RESOURCES | — | HOUSTON, TX | ADMINISTRATOR | $7K | — |
