| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES LLC | 13-4238973 | — | NONE | $113K | — |
| STOUT RESIUS ROSS, INC. | 38-3003685 | — | NONE | $93K | — |
| ALERUS TRUST | 45-6062081 | — | NONE | $50K | — |
| KPMG LLP | 13-5565207 | — | NONE | $45K | — |
| POLSINELLI PC | — | PHOENIX, AZ | NONE | $8K | — |
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.
