| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CDS ADMINISTRATORS | — | HARMONY, PA | NONE | $111K | — |
| CLARITY RX | — | WINDERMERE, FL | NONE | $70K | — |
| PNC BANK | 25-1211909 | — | NONE | $53K | — |
| WEX HEALTH | — | SIMSBURY, CT | NONE | $37K | — |
| COWDEN ASSOCIATES | 25-1750131 | — | NONE | $17K | — |
| JUBELIRER PASS & INTRIERI P.C. | 25-1340770 | — |
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 |
| $15K |
| — |
| ARMSRX | — | WINDERMERE, FL | NONE | $11K | — |
| CYPHER & CYPHER | 25-1385288 | — | NONE | $10K | — |
| SEGAL MARCO ADVISORS | 13-1835864 | — | NONE | $9K | — |
