| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | NEEDHAM, MA | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | 13-2501278 | LOS ANGELES, CA | NONE | $59K | — |
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.
| VERUS |
| 91-1320111 |
| SEATTLE, WA |
| NONE |
| $40K |
| — |
| DAVID BRODY & CO. | 95-4778275 | CERRITOS, CA | NONE | $14K | — |
| US BANK | 31-0841368 | LOS ANGELES, CA | NONE | $11K | — |
