| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $28K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | SAVANNAH, GA | NONE | $15K | — |
| DANIELS, IRWIN & AYLOR CPAS | 62-1802605 | MADISON, TN | NONE | $11K | — |
| MUTUAL FUNDS | — | — | NONE | $0 |
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.
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