| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PROGRAM ADMINISTRATION | 13-2501278 | — | NONE | $44K | — |
| WOHLNER KAPLON CUTLER HALFORD | 83-2856417 | — | NONE | $18K | — |
| SOUTHWEST MONEY MANAGEMENT, INC | 95-6055492 | — | NONE | $10K | — |
| HENNINGFIELD & ASSOCIATES, INC | 54-2189926 | — | NONE | $9K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $7K | — |
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.
