| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $260K | — |
| BLUE CROSS | 95-4331852 | — | NONE | $124K | — |
| REICH, ADELL, CVITAN | 95-3082677 | — | NONE | $114K | — |
| SEYFARTH SHAW | 36-2152202 | — | NONE | $78K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $53K | — |
| HORIZON ACTUARIAL SERVICES | 26-1370698 |
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.
| — |
| NONE |
| $53K |
| — |
| HENNINGFIELD & ASSOCIATES, INC. | 54-2189926 | — | NONE | $24K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $23K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $7K | — |
| PACIFIC INCOME ADVISORS | 22-3283186 | — | NONE | $0 | — |
