| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS MANAGEMENT GROUP INC | 20-0188125 | — | NONE | $65K | — |
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $36K | — |
| UHY, LLP | 20-0694403 | — | NONE | $25K | — |
| JAMES V GALLERY AND ASSOCIATES | 20-0188135 | — | NONE | $20K | — |
| O'SULLIVAN ASSOCIATES | 20-8199367 | — | NONE | $18K | — |
| UNION INSURANCE GROUP | — |
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.
| CHICAGO, IL |
| NONE |
| $8K |
| — |
| ROUSE FRETS WHITE GOSS GENTILE | — | KANSAS CITY, MO | NONE | $7K | — |
| KUTAK ROCK LLP | — | SCHAUMBURG, IL | NONE | $5K | — |
