| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | DRESHER, PA | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURAFIN ADVISORS | 85-1065038 | SCOTTSDALE, AZ | INVESTMENT ADVISOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| MATTHEWS, GOLD, KENNEDY, AND SNOW | 86-1001235 | PHOENIX, AZ | THIRD PARTY ADMIN | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YOUR 401(K) PLAN, LLC | — | SCOTTSDALE, AZ | MEP SPONSOR | $6K | — |
