| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLATFORM CPA LLP | — | PORTLAND, OR | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 | — |
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.
| NONE |
| $176K |
| — |
| THE PARTNERS GROUP, LTD | — | PORTLAND, OR | NONE | $76K | — |
| US BANK | 31-0841368 | — | NONE | $41K | — |
| SMART SOURCE LLC | 30-0830429 | — | NONE | $24K | — |
| MONDRESS MONACO PARR LOCKWOOD | 91-1917286 | — | NONE | $18K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $16K | — |
| VERUS ADVISORY, INC. | 91-1320111 | — | NONE | $13K | — |
| VISION SERVICE PLAN | 06-1227840 | — | NONE | $6K | — |
