| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON BENEFIT PARTNERS | 04-3422351 | — | NONE | $89K | — |
| EMPLOYEE E | 04-1149051 | — | EMPLOYEE | $76K | — |
| SEI | 23-1707341 | — | NONE | $70K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $66K | — |
| ROBERT CHEVERIE | 06-1335139 | — | NONE | $59K | — |
| EMPLOYEE F | 04-1149051 | — |
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.
| EMPLOYEE |
| $57K |
| — |
| MODERN ASSISTANCE | 04-3014253 | — | NONE | $52K | — |
| MANZI & ASSOCIATES | 04-3508036 | — | NONE | $48K | — |
| EMPLOYEE A | 04-1149051 | — | EMPLOYEE | $35K | — |
| EMPLOYEE B | 04-1149051 | — | EMPLOYEE | $32K | — |
| EMPLOYEE D | 04-1149051 | — | EMPLOYEE | $28K | — |
| CBIZ SAVITZ | 31-1582098 | — | NONE | $9K | — |
| EMPLOYEE C | 04-1149051 | — | EMPLOYEE | $9K | — |
| DAVIS VISION | 11-3051991 | — | NONE | $8K | — |
| SMART DATA SOLUTIONS | — | EAGAN, MN | NONE | $5K | — |
