| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TN | 62-0427913 | CHATTANOOGA, TN | NONE | $1.3M | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $789K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | NEW YORK, NY | NONE | $120K | — |
| STRANCH, JENNINGS AND GARVEY PLLC | 62-0513048 | NASHVILLE, TN | NONE | $30K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $20K | — |
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.
| NEWTEK TECHNOLOGY SOLUTIONS |
| — |
| PHOENIX, AR |
| NONE |
| $5K |
| — |
| TRUIST BANK | 62-0859925 | NASHVILLE, TN | NONE | $626 | — |
| MONEY MARKET AND MUTUAL FUNDS | — | — | NONE | $0 | — |
