| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAA CAPITAL ADVISORS | — | CAMARILLO, CA | NONE | $30K | — |
| 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.
| 94-1503999 |
| — |
| NONE |
| $75K |
| — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE | $44K | — |
| THE KELLEY LAW GROUP | — | PHOENIX, AZ | NONE | $18K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE | $16K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $14K | — |
| WCM INVESTMENTS | — | LAGUNA BEACH, CA | NONE | $10K | — |
| EATON VANCE | 04-3101134 | — | NONE | $10K | — |
| LEGG MASON | — | SAN MATEO, CA | NONE | $10K | — |
| LAZARD | 05-0530199 | — | NONE | $7K | — |
| WELLESLEY | 26-0337214 | — | NONE | $5K | — |
