| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS LLC | 34-1597728 | — | INVESTMENT ADVISOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | INSURANCE BROKER | $15K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Indirect comp |
|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOONEY,GREEN,SAINDON,MURPHY & WELCH | 52-1958229 | — | LEGAL | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELIQUE NEW | 34-1031303 | — | EMPLOYEE OF RELATED ORG | $84K | — |
| DARREN TOLLIVER | 34-1031303 | — | EMPLOYEE OF RELATED ORG | $41K | — |
| CHRIS CHRISTIANSON | 34-1031303 | — | EMPLOYEE OF RELATED ORG | $26K | — |
| DAVID LIDDLE | 34-1031303 | — | EMPLOYEE OF RELATED ORG | $19K | — |
| CHRISTOPHER MALLEY | 34-1031303 | — | EMPLOYEE OF RELATED ORG | $6K | — |
