| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBG ADVISORS, LLC | 92-0193132 | — | NONE | $110K | — |
| 6 DEGREES | — | BEAVERTON, OR | NONE | $89K | — |
| THE LOOMIS COMPANY | — | WYOMISSING, PA | NONE | $72K | — |
| HINES & ASSOCIATES, INC. | — | ELGIN, IL | NONE | $55K | — |
| SCHOEDEL & SCHOEDEL CPA PLLC | 91-0614823 | — | NONE | $36K | — |
| PAYER MATRIX LLC | — | MEDIA, PA |
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 |
| $33K |
| — |
| MYWORKPLACE, INC. | — | SAN ANTONIO, TX | NONE | $26K | — |
| HEALTHJOY, LLC | — | CHICAGO, IL | NONE | $21K | — |
| FIRST CHOICE HEALTH NETWORK, INC. | 91-1272766 | — | NONE | $20K | — |
| CAREOPERATIVE LLC | — | BRENTWOOD, TN | NONE | $8K | — |
| MEDWATCH LLC | — | LAKE MARY, FL | NONE | $6K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $6K | — |
| HEALTHCARE BLUE BOOK | — | BRENTWOOD, TN | NONE | $5K | — |
