| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK INSTITUTIONAL TRUST & CUST | 94-0303228 | — | TRUSTEE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHACORE CAPITAL LLC | — | LA JOLLA, CA | NONE | $38K | — |
| CORIENT PRIVATE WEALTH, LLC | 88-0967642 | — | NONE | $33K | — |
| CHARLES SCHWAB & CO., INC. | 82-3967259 | — |
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 |
| $10K |
| — |
| EVERCORE WEALTH MANAGEMENT LLC | 26-3502254 | — | NONE | $7K | — |
