| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ADVANTAGE ASSURANCE COMPANY | 45-5492167 | — | MED ADMIN | $131K | — |
| ISOLVED | 38-2976613 | — | FSA & DCAP VENDOR | $105K | — |
| NATIONAL VISION ADMINISTRATORS | — | CLIFTON, NJ | VISION ADMIN | $18K | — |
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.
