| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS | 65-1205077 | SPARKS, MD | NONE | $114K | — |
| MOONEY, GREEN, SAINDON, MURPHY & WE | — | WASHINGTON, DC | NONE | $13K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | BETHESDA, MD | NONE | $12K | — |
| THE PHILADELPHIA TRUST COMPANY | — | PHILADELPHIA, PA | NONE | $10K | — |
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.
