| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | PORTLAND, OR | INVESTMENT CUSTODIAN | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM LACOUR LLC | 46-3675103 | WEST LINN, OR | BENEFIT CONSULTANT | $37K | — |
| Name | EIN | Location | Relation | Direct 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.
| Indirect comp |
|---|
| WILLIAM C. EARHART CO., INC. | 93-6021772 | PORTLAND, OR | THIRD PARTY ADMINISTRATOR | $130K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLATFORM CPAS LP | 88-4342576 | PORTLAND, OR | AUDITOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWNSTEIN, RASK | 93-0589000 | PORTLAND, OR | LEGAL COUNSEL | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA | 93-6021772 | SEATTLE, WA | CLAIMS ADMIN & PPO | $150K | — |
| MODA HEALTH | 93-1083363 | PORTLAND, OR | CLAIMS ADMINISTRATION | $33K | — |
| WITHUM, SMITH, & BROWN LLP | 22-2027092 | PORTLAND, OR | CONTRIBUTION COMPLIANCE | $22K | — |
| KEYBANK | 34-0797057 | CLEVELAND, OH | FINANCIAL INSTITUTION | $57 | — |
