| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $61K | — |
| ALDRICH WEALTH, LIMITED PARTNERSHIP | 93-1244319 | — | NONE | $41K | — |
| MOSS ADAMS | 91-0189318 | — | NONE | $13K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $1 | — |
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.
| CHARLES SCHWAB & CO, INC. |
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
