| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR,INC. | 39-1995276 | — | NONE | $220K | — |
| JUDY ENGLISH | 16-0836163 | — | EMPLOYEE | $94K | — |
| LUKE BAECKER | 16-0836163 | — | EMPLOYEE | $65K | — |
| ARCARA LENDA EUSANIO & STACEY CPAS |
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.
| 47-1793720 |
| — |
| NONE |
| $32K |
| — |
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | NONE | $17K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $13K | — |
| PILOT CONSULTING, INC. | 20-2520069 | — | NONE | $10K | — |
| LIPSITZ GREEN SCIME CAMBRIA LLP | 16-0905097 | — | NONE | $7K | — |
| LOPTR LLC | 46-2883259 | — | NONE | $6K | — |
| TELPERION SOLUTIONS GROUP LLC | 16-1608210 | — | NONE | $6K | — |