| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAL SERVICES | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OTLEY INVESTMENT FIDUCIARY SOLUTION | — | INDIANAPOLIS, IN | INVESTMENT MANAGEMENT | $395K | — |
| PARAMOUNT HEALTH | 48-4748860 | — | CONSULTANT/ACCOUNTANT | $37K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PILE CPAS | 35-0865680 | INDIANAPOLIS, IN | AUDITOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | ACTUARY | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEDBETTER PARTNERS, LLC | 03-0599899 | — | LEGAL SERVICES | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | BALTIMORE, MD | OTHER | $28K | — |
