| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHN & ASSOCIATES | 91-1008626 | — | NONE | $54K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $11K | — |
| SLEVIN & HART, PC | 52-1708613 | — | NONE | $8K | — |
| RAEL & LETSON, INC. | 94-1701048 | — | NONE | $6K | — |
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.