| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFM ADVISORS | 23-3087064 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D H EVANS TPA LLC DBA PATH ADMIN | 46-1226464 | — | NONE | $294K | — |
| MERITAIN HEALTH | — | AMHERST, NY | NONE | $111K | — |
| BENECARD | 22-2998772 | — | NONE | $76K | — |
| WILLIG, WILLIAMS & DAVIDSON | — | PHILADELPHIA, PA | NONE | $69K | — |
| PACKER THOMAS | 34-1667340 | — | NONE | $20K | — |
| MARINER INSTITUTIONAL LLC | — | PITTSBURGH, PA | NONE | $19K | — |
| UNITED CONCORDIA | — | CAMP HILL, PA | NONE | $13K | — |
| SAV-RX | — | FREMONT, NE | 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.
