| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D. A. DAVIDSON | 81-0139474 | GREAT FALLS, MT | NONE | $57K | — |
| CAPITAL GROUP RETIREMENT PLAN | 95-6817943 | IRVINE, CA | NONE | $37K | — |
| BREAK-THRU BENEFITS, LLC | 91-2050054 | SPOKANE VALLEY, WA | NONE | $17K | — |
| ANASTASI MOORE & MARTIN PLLC | 20-8149084 | SPOKANE, WA | NONE | $12K | — |
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.
