| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-2619259 | — | N/A | $28K | — |
| ROBEIN, URANN, SPENCER, PICARD & CA | 72-0999672 | — | N/A | $9K | — |
| BOURGEOIS BENNETT, LLC | 72-0136870 | — | N/A | $9K | — |
| PERSON CPA GROUP | 26-1639295 | — | N/A | $8K | — |
| MERITAIN HEALTH | 16-1264154 | — | 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.
