| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBG ADVISORS, LLC | 92-0193132 | — | NONE | $173K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LOOMIS COMPANY |
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.
| — |
| WYOMISSING, PA |
| NONE |
| $88K |
| — |
| NICK LAZZARETTO | — | YACOLT, WA | TRUST MANAGER | $67K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $31K | — |
| PAYER MATRIX | — | MEDIA, PA | NONE | $21K | — |
| 6 DEGREES | — | BEAVERTON, OR | NONE | $21K | — |
| FIRST CHOICE HEALTH NETWORK, INC. | 91-1272766 | — | NONE | $20K | — |
| SMB ACCOUNTING SERVICES, LLC | — | GRESHAM, OR | NONE | $14K | — |
| MEDWATCH LLC | — | LAKE MARY, FL | NONE | $13K | — |
| BARLOW & COUGHRAN, P.S. | — | SEATTLE, WA | NONE | $12K | — |
| HINES & ASSOCIATES, INC. | — | ELGIN, IL | NONE | $8K | — |
