| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROODA, PIQUET & BESEE, INC. | 33-0252865 | RIVERSIDE, CA | NONE | $53K | — |
| BSI | 27-0187600 | LAS VEGAS, NV | NONE | $37K | — |
| PRUDENT FIDUCIARY SERVICES | 82-1818132 | WEST COVINA, CA | NONE | $11K | — |
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.
