| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCENTISURE INC. | 45-3171039 | — | NONE | $36K | — |
| WIPFLI LLP | 39-0758449 | — | NONE | $17K | — |
| PERSHING ADVISOR SOLUTIONS LLC | — | JERSEY CITY, NJ | NONE | $13K | — |
| CAVANAGH O'HARA LLP | 37-1259635 | — | NONE | $13K | — |
| RISK & REGULATORY CONSULTING LLC | 45-4100320 | — | NONE | $12K | — |
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.
