| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | HOUSTON, TX | — | $293K | — |
| ISSI | 23-2182079 | CHERRY HILL, NJ | — | $238K | — |
| DAVID BOWMAN | 51-6127760 | HOUSTON, TX | — | $126K | — |
| HARPER & PEARSON COMPANY PC | 74-1695589 | HOUSTON, TX | — | $107K | — |
| DENICE MEIDINGER | 51-6127760 | HOUSTON, TX | — | $72K | — |
| WENDY CLEMENTS | 51-6127760 | HOUSTON, TX |
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.
| — |
| $69K |
| — |
| TINIA SIMMONS | 51-6127760 | HOUSTON, TX | — | $69K | — |
| SAMANTHA ADKINSON | 51-6127760 | HOUSTON, TX | — | $65K | — |
| PATRICK FLYNN | 76-0385614 | HOUSTON, TX | — | $46K | — |
| HAPJAC | 74-1187107 | HOUSTON, TX | — | $36K | — |
| DENA WALTERS | 51-6127760 | HOUSTON, TX | — | $21K | — |
| SEGAL | 94-1503999 | ADDISON, TX | — | $12K | — |
