| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | 59-0691921 | — | NONE | $131K | — |
| VIMLY BENEFIT SOLUTIONS, INC. | 91-1603312 | — | NONE | $30K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $29K | — |
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.
