| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COAST BENEFITS | 33-0670046 | — | NONE | $60K | — |
| MELISSA W. COOK & ASSOCIATES | 95-3245809 | — | NONE | $25K | — |
| ANTHONY F. BUBENAS & CO., INC. | 95-2368103 | — | NONE | $18K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $15K | — |
| MICHAEL SUROWITZ COMPLIANCE VERIFI. | — | WEST HILLS, CA | NONE | $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.
