| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHGRAM,INC | 56-1449504 | CHARLOTTE, NC | ADMINISTRATION | $42K | — |
| STERLING SEACREST PARTNERS, INC. | 45-0491669 | SAVANNAH, GA | ADMINISTRATION | $40K | — |
| MEMORIAL HEALTH PARTNERS | 58-1707311 | CHARLOTTE, NC | PPO FEE | $6K | — |
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.
