| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS, INC. | 13-2646110 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $68K | — |
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 |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC | 41-1289245 | — | CLAIMS PROCESSOR | $627K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $436K | — |
| UMR | 39-1995276 | — | NONE | $250K | — |
| BREDHOFF & KAISER | 52-0969534 | — | NONE | $44K | — |
| PRINT GRAPHICS | 06-1776900 | — | NONE | $16K | — |
