| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | — | TROY, MI | NONE | $290K | — |
| AETNA | — | HARTFORD, CT | NONE | $235K | — |
| BOLTON PARTNERS NORTHEAST, INC. | — | TRENTON, NJ | NONE | $60K | — |
| DELTA DENTAL | 23-1667011 | — | NONE | $46K | — |
| PFM ASSET MANAGEMENT, LLC | 23-3087064 | — | NONE | $28K | — |
| FISCHER DORWART | 23-2247478 | — |
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.
| NONE |
| $21K |
| — |
| ODONOGHUE & ODONOGHUE LLP | — | WASHINGTON, DC | NONE | $14K | — |