| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTER-MICHAEL INVST. ADVISORS INC. | 54-1870462 | — | INVESTMENT ADVISOR | $18K | — |
| AGINCOURT CAPITAL MANAGEMENT, LLC | 54-1947440 | — | INVESTMENT MANAGER | $11K | — |
| Name | EIN | Location |
|---|
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.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| BUSINESS LEGACY MANAGEMENT, LLC | 83-0445255 | — | PLAN ADMINISTRATOR | $197K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LTD CONSULTING, LLC | 11-3373840 | — | ACCOUNTANT | $39K | — |
| BOURGEOIS BENNETT, LLC | 72-0136870 | — | AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LLOYD J. TABARY, II ATTY AT LAW | 81-0676130 | — | BENEFITS ADMINISTRATOR | $60K | — |
