| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $37K | — |
| JACKSON LEWIS, PC | 46-3862389 | — | NONE | $22K | — |
| KARDAN ACTUARIAL SERVICES, LLC | 22-3477324 | — | NONE | $13K | — |
| HUNRATH NAPOLITANO QUIGLEY & TAYLOR | 27-2601619 | — | NONE | $13K | — |
| MARY JO MANERI | 22-6238764 | — | NONE | $9K | — |
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.
