| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $170K | — |
| LM HENDERSON & COMPANY | 20-5520612 | — | NONE | $30K | — |
| LEDBETTER PARTNERS, LLC | 03-0599899 | — | NONE | $27K | — |
| IMA INC | 20-2557329 | — | NONE | $25K | — |
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.
| ACRISURE NORTHWEST PARTNERS | — | GRAND RAPIDS, MI | NONE | $16K | — |
| AXIA ADVISORY CORPORATION | 35-1859469 | — | NONE | $16K | — |
