| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WANG & ASSOCIATES | 94-3340109 | — | NONE | $447K | — |
| LAW OFFICES OF FELLOM & SOLORIO | 94-3236752 | — | NONE | $349K | — |
| EXEMPLAR LEGAL & BENEFIT ADMIN. SVC | 68-0470505 | — | NONE | $290K | — |
| MARCO ACOSTA, ESQ. | 55-6254894 | — | NONE | $170K | — |
| ALEXSIS C. BEACH, ESQ. | 94-3216077 | — | NONE | $107K | — |
| AMERICAN TRUST INSTITUTE |
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.
| 32-0113305 |
| — |
| NONE |
| $91K |
| — |
| BENESYS ADMINISTRATORS, INC. | 38-2383171 | — | NONE | $46K | — |
| LAW OFFICE OF DAVID BUTLER, JR. | 94-3140357 | — | NONE | $29K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $26K | — |
| LAW OFFICES OF NADINE R. ZELTZER | 56-6024948 | — | NONE | $26K | — |
| MITCHELL LAW OFFICE | 55-5899294 | — | NONE | $21K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $16K | — |
| MCCARTHY LAW OFFICES | 56-9781471 | — | NONE | $11K | — |
| NANCY M CONWAY & ASSOCIATES, L.P. | — | SAN FRANCISCO, CA | NONE | $11K | — |
| SMARTSOURCE, LLC | 54-2104343 | — | NONE | $9K | — |
| GABRIELA M. LOPEZ, ESQ. | 46-4845203 | — | NONE | $6K | — |
| MARSH & MCLENNAN AGENCY | 36-1436000 | — | NONE | $0 | — |
