| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $50K | — |
| NEWPORT TRUST COMPANY | 27-4411131 | — | NONE | $26K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $24K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $15K | — |
| COLUMBIA MANAGEMENT INVESTMENT ADV. | 41-1533211 | — | NONE | $13K | — |
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.
