| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOINT MANAGED SERVICES ASSOCIATES | 93-3685712 | — | NONE | $29K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $28K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $25K | — |
| COLLERAN O'HARA & MILLS | 11-2940050 | — | NONE | $25K | — |
| STEVEN N DAVI, PC | 82-4935807 | — | NONE | $13K | — |
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.
