| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC | 06-1397347 | — | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $157K | — |
| REID AND RIEGE PC |
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.
| 06-0867204 |
| HARTFORD, CT |
| NONE |
| $19K |
| — |
| FIORITA KORNHAAS & COMPANY | 06-1183747 | — | NONE | $15K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $10K | — |
