| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COAST BENEFITS | 33-0670046 | — | NONE | $78K | — |
| VERUS | 91-1320111 | — | NONE | $71K | — |
| REAL & LETSON | 94-0701048 | — | NONE | $42K | — |
| U.S. BANK | 31-0841368 | — | NONE | $22K | — |
| ASH W. SHENOUDA, CPA | 84-4515821 | — | NONE | $16K | — |
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.
