| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $47K | — |
| FIDUCIARY CONSULTING GROUP, INC | 20-2807852 | — | NONE | $32K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $23K | — |
| LEE CPA AUDIT GROUP | 81-4637885 | — | NONE | $14K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $4K | — |
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.
