| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | PHILADELPHIA, PA | NONE | $5K | — |
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.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| GERSON & ASSOC CPAS AND ADVISORS PC | 22-3163246 | ROCHELLE PARK, NJ | NONE | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON BLUE CROSS BLUE SHIELD NJ | 22-0999690 | NEWARK, NJ | NONE | $1.3M | — |
| FABIAN AND BYRN LLC | 25-1914887 | ROSELAND, NJ | NONE | $632K | — |
| IE SHAFFER & CO | 22-1750854 | WEST TRENTON, NJ | NONE | $479K | — |
| GLOBAL PHARMACEUTICAL BENEFITS LLC | 27-3340151 | NEWARK, NJ | NONE | $469K | — |
| ZELIS HEALTHCARE | 86-1040704 | BEDMINSTER, NJ | NONE | $166K | — |
| WEAVER C BARKSDALE AND ASSOC INC | 62-1217255 | NASHVILLE, TN | NONE | $121K | — |
| LAW OFFICES OF TIMOTHY R HOTT | 22-3724341 | CLIFFWOOD, NJ | NONE | $52K | — |
| WCM FOCUSED INTL GROWTH FUND, LP | 20-8941519 | LAGUNA BEACH, CA | NONE | $45K | — |
| MORGAN STANLEY GRAYSTONE | 26-4310632 | NEW YORK, NY | NONE | $21K | — |
| ORANSKY SCARAGGI AND BORG PC | 22-3522685 | WEST CALDWELL, NJ | NONE | $18K | — |
