| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S S / AETNA | 31-1418744 | — | NONE | $3.7M | — |
| IOA REINSURANCE | 23-2589410 | EAST NORRITON, PA | NONE | $154K | — |
| EINSTEIN CONSULTING | — | ST LOUIS, MO | NONE | $35K | — |
| C.A.S. | 91-1991574 | BELLINGHAM, WA | NONE | $30K | — |
| CREATIVE BENEFITS CONSULTING LLC | 84-3886853 | — | NONE | $14K | — |
| AIMM | 13-4254735 | WORTHINGTON, OH |
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.
| NONE |
| $13K |
| — |
| MZQ CONSULTING | 38-4010278 | — | NONE | $7K | — |
| AHH | 31-1368946 | — | NONE | $3K | — |