| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | NONE | $101K | — |
| BLITMAN & KING, LLP | 16-1047304 | — | NONE | $53K | — |
| BOLTON PARTNERS | 22-3502478 | — | NONE | $37K | — |
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.
| SEI | 23-1707341 | — | NONE | $34K | — |
| RENEE SAGER | 16-6044095 | — | EMPLOYEE | $33K | — |
| TOBIE WEILAND | 16-6044095 | — | EMPLOYEE | $31K | — |
| JENNIFER MARTELL | 16-6044095 | — | EMPLOYEE | $22K | — |
| DERMODY, BURKE & BROWN, CPAS, LLC | 01-0723685 | — | NONE | $20K | — |
| INTEGRA CONSULTING, INC. | 16-1600723 | — | NONE | $13K | — |
| JOSEPH MCCARTHY & ASSOCIATES | 16-1120588 | — | NONE | $11K | — |
| COMPUDAT SYSTEMS, INC. | 14-1834265 | — | NONE | $7K | — |
| DELTA DENTAL | 11-1980218 | — | NONE | $5K | — |
