| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO LLP | 57-1157523 | — | AUDITOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | INDEPENDENT CONTRACTOR | $53K | — |
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.
| PERSONIFY HEALTH SOLUTIONS, LLC |
| 72-0519951 |
| — |
| INDEPENDENT CONTRACTOR |
| $42K |
| — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $23K | — |
| NADA SERVICES CORPORATION | — | MCLEAN, VA | AFFILIATED ENTITY | $16K | — |
