| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN M. FOWLER LLC | 22-3789539 | — | TRUSTEE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON HEALTHCARE SERVICES | 22-0999690 | — | NONE | $524K | — |
| I. E. SHAFFER & CO. | 22-1750854 | — | NONE | $289K | — |
| NOVAK FRANCELLA | 61-1436956 | — | NONE |
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.
| $42K |
| — |
| CLEARY JOSEM & TRIGIANI, LLP | 23-2657967 | — | NONE | $12K | — |
| MILLIMAN | 91-0675641 | — | NONE | $7K | — |
