| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | SAN JOSE, CA | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES | 94-1749354 | SAN JOSE, CA | NONE | $88K | — |
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.
| MILLIMAN USA |
| 91-0675641 |
| SAN FRANCISCO, CA |
| NONE |
| $13K |
| — |
| INEICH & COMPANY, LLP | 56-2552172 | FOSTER CITY, CA | NONE | $11K | — |
