| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 82-3719843 | — | NONE | $46K | — |
| U.S. BANK, N.A. | 31-0841368 | — | NONE | $44K | — |
| CANTERBURY CONSULTING, INC. | 33-0307982 | — | NONE | $33K | — |
| MILLER, KAPLAN, ARASE & CO., LLP | 95-2036255 | — | NONE | $14K | — |
| VAUGHAN NELSON INVESTMENT MANAGEMEN | 04-3304963 | — | NONE | $6K | — |
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.
