| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFM ADVISORS | 23-3087064 | — | NONE | $320K | — |
| BENESYS, INC. | — | TROY, MI | NONE | $137K | — |
| CBIZ RETIREMENT PLAN SERVICES | 23-1700844 | — | NONE | $54K | — |
| US BANK | 31-0841368 | — | NONE | $35K | — |
| ODONOGHUE & ODONOGHUE LLP | — | WASHINGTON, DC | NONE | $25K | — |
| FISCHER DORWART, PC | 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 |
| $17K |
| — |
