| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| C.F.A.O. | 94-1557079 | — | PARTY IN INTEREST | $2.3M | — |
| MCMORGAN COMPANY | — | SAN FRANCISCO, CA | NONE | $74K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $23K | — |
| KRAW LAW GROUP | 77-0171216 | — | NONE | $18K | — |
| WEINBERG, ROGER & ROSENFELD | 94-2458080 | — | NONE | $15K | — |
| OPUS INVESTMENT ADVISORS | — |
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.
| CARLSBAD, CA |
| NONE |
| $14K |
| — |
| BANK OF NEW YORK MELLON | 95-3571558 | — | NONE | $10K | — |
