| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRECKPOINT | 88-0507525 | — | NONE | $464K | — |
| PACIFIC CASCADE ADV. | 91-1843783 | — | NONE | $116K | — |
| C.A.S. | 91-1991574 | — | NONE | $78K | — |
| ICM | 93-1087669 | — | NONE | $25K | — |
| FIRST CHOICE HEALTH NETWORK | 91-1272766 | — | NONE | $22K | — |
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.
