| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | 13-2501278 | CITY OF INDUSTRY, CA | NONE | $187K | — |
| RAEL & LETSON | 94-1701048 | PASADENA, CA | NONE | $65K | — |
| REICH, ADELL, CROST & CVITAN | 95-3082677 | LOS ANGELES, CA | NONE | $23K | — |
| DAVID BRODY & CO. | 95-4778275 | CERRITOS, CA | NONE | $20K | — |
| UNION BANK OF CALIFORNIA | 94-0304228 | MONTEREY PARK, CA | NONE | $15K | — |
| SOUTHWEST MONEY MANAGEMENT |
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.
| 95-6055492 |
| SAN DIMAS, CA |
| NONE |
| $7K |
| — |
