| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | SPRINGFIELD, MO | SERVICE PROVIDER | $175K | — |
| JOHN WALTERS | 26-4318955 | ANN ARBOR, MI | BOARD MEMBER | $128K | — |
| DAVID L BRUMLEY | 26-4318955 | THE VILLAGES, FL |
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.
| BOARD MEMBER |
| $128K |
| — |
| JEFF REASOR | 26-4318955 | TAHLEQUAH, OK | BOARD MEMBER | $128K | — |
| WEALTHSOUTH | 61-1102534 | BOWLING GREEN, KY | SERVICE PROVIDER | $73K | — |
| MCAFEE & TAFT A PROFESSIONAL CORPOR | 73-0781676 | OKLAHOMA CITY, OK | SERVICE PROVIDER | $71K | — |
| EIDE BAILLY LLP | 45-0250958 | TULSA, OK | SERVICE PROVIDER | $32K | — |
| PARAGON ASSET RECOVERY SERVICES, LL | 25-1753655 | HERMITAGE, PA | SERVICE PROVIDER | $10K | — |
| CHARTWELL FINANCIAL ADVISORY, INC. | 36-4799908 | MINNEAPOLIS, MN | SERVICE PROVIDER | $6K | — |
| SASHAY CORPORATE SERVICES, LLC | 26-3849976 | TULSA, OK | SERVICE PROVIDER | $5K | — |
