| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHONY ROBERT FRANCIN | — | PLEASANTON, CA | TRUSTEE | $14K | — |
| CHUCK MARTIN | — | PLEASANTON, CA | TRUSTEE | $13K | — |
| LARRY VALENTI | — | PLEASANTON, CA | TRUSTEE | $10K | — |
| LYLE MCVICAR | — | PLEASANTON, CA | TRUSTEE | $9K | — |
| ERIC JIMENEZ | — | PLEASANTON, CA | TRUSTEE | $8K | — |
| FRANK SEVILLA | — | PLEASANTON, CA |
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.
| TRUSTEE |
| $8K |
| — |
| CARLOS BARNETT | — | PLEASANTON, CA | TRUSTEE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DMC INSURANCE ADMINISTRATORS | 94-3115552 | — | NONE | $5.0M | — |
| PHYSMETRICS, LLC | 90-1189901 | — | NONE | $436K | — |
| WITHUMSMITH + BROWN, PC | 22-2027092 | — | NONE | $350K | — |
| NORTHWEST PLAN SERVICES | 91-2090931 | — | NONE | $145K | — |
| MAMMINI COMPANY | 47-0879697 | — | NONE | $106K | — |
| PRESTIGE PRINTING | 83-2018068 | — | NONE | $105K | — |
| WEINBERG, ROGER & ROSENFELD | 94-2458080 | — | NONE | $87K | — |
| WESTERN HEALTH CARE COALITIONS, INC | 93-1223249 | — | NONE | $52K | — |
| COMMONWEALTH EQUITY SERVICES, LLC | — | WALTHAM, MA | NONE | $16K | — |
