| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $346K | — |
| UMR, INC. | 39-1995276 | — | NONE | $226K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $54K | — |
| SHUMAKER, LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $30K | — |
| UNION BANK & TRUST | 41-1267434 | — | NONE | $27K | — |
| TEAM LLC | 81-4050818 |
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 |
| $24K |
| — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $21K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $21K | — |
| CVS PHARMACY INC | 05-0340626 | — | NONE | $17K | — |
| ST. CROIX PRESS | 39-1151669 | — | NONE | $11K | — |
| KUTAK ROCK LLP | 47-0597598 | — | NONE | $7K | — |
