| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREFERRED HEALTH CHOICES, LLC | 90-0139311 |
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 |
| $77K |
| — |
| SCHUCHAT, COOK, & WERNER | 43-0763010 | — | NONE | $27K | — |
| KUNKEL & ASSOCIATES, INC. | 68-0558586 | — | NONE | $24K | — |
| RJ LEE AND ASSOCIATES | 84-4052574 | — | NONE | $15K | — |
| TELEDOC HEALTH, INC | — | PURCHASE, NY | NONE | $14K | — |
| MZQ CONSULTING, LLC | — | PIKESVILLE, MD | NONE | $9K | — |
| OPTUM RX | 33-0441200 | — | NONE | $7K | — |
| INVESTMENT CONSULTANT GROUP, INC | — | DAVENPORT, IA | NONE | $7K | — |
