| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $361K | — |
| UMR, INC. | 39-1995276 | — | NONE | $253K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $62K | — |
| SHUMAKER, LOOP & KENDRICK, LLP |
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.
| 34-4439491 |
| — |
| NONE |
| $37K |
| — |
| UNION BANK & TRUST | 41-1267434 | — | NONE | $29K | — |
| TEAM LLC | 81-4050818 | — | NONE | $28K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $22K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $22K | — |
| CVS PHARMACY INC | 05-0340626 | — | NONE | $20K | — |
