| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORTON CAPITAL MANAGEMENT LLC | 30-0798181 | — | N/A | $95K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $57K | — |
| VENTURA COUNTY PFA | 95-6107981 | — | PLAN SPONSOR | $21K | — |
| CAVANAUGH MACDONALD CONSULTING, LLC | 61-1489078 | — | N/A | $10K | — |
| BULLDOG INVESTORS LLP | 27-0926182 | — | N/A | $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.
