| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POLYCOMP ADMINISTRATIVE SERVICES | 92-2889854 | SAN DIEGO, CA | PLAN ADMINISTRATOR | $269K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGC OF AMERICA | — | LAKESIDE, CA | N/A | $939K | — |
| WEST COAST GROUP BENEFITS | 75-3042724 | SAN DIEGO, CA | N/A | $284K | — |
| MOSS ADAMS LLP | 91-0189318 |
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.
| SAN DIEGO, CA |
| N/A |
| $182K |
| — |
| TEAGUE INSURANCE AGENCY | 95-3063524 | LA MESA, CA | N/A | $68K | — |
| LEAFHOUSE | — | AUSTIN, TX | N/A | $55K | — |
| WOLDS LAW GROUP | 80-0462356 | SAN DIEGO, CA | N/A | $47K | — |
| MMA SECURITIES LLC | — | NEW YORK, NY | N/A | $35K | — |
| SCHAFFER ENTERPRISES | — | CARLSBAD, CA | N/A | $29K | — |
| CAVIGNAC & ASSOCIATES | — | SAN DIEGO, CA | N/A | $21K | — |
| IRON MOUNTAIN | — | NATIONAL CITY, CA | N/A | $12K | — |
| JOHN BURNHAM AND COMPANY | 95-1796194 | SAN DIEGO, CA | N/A | $11K | — |
| INDEPENDENT FINANCIAL PARTNERS | — | TAMPA, FL | N/A | $9K | — |
| VON BERGE WEALTH MANAGEMENT GROUP | — | SAN DIEGO, CA | N/A | $7K | — |
| U.S. BANK | — | CINCINNATI, OH | N/A | $5K | — |
