| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | 34-1542819 | ST. LOUIS, MO | — | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSOLIDATED ASSOCIATION RAILROAD | 48-0731456 | TEMPLE, TX | — | $1.0M | — |
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.
| BGFN, PC | 74-2531836 | TEMPLE, TX | — | $44K | — |
| CCRX | 27-3009945 | PARKER, CO | — | $24K | — |
| HEALTHSMART INFORMATION SERVICES | 75-2727437 | DALLAS, TX | — | $20K | — |