| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL BUCKNER | — | TRIANGLE, VA | TRUSTEE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS | 36-4099199 | — | NONE | $34K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $21K | — |
| HORIZON ACTUARIAL SERVICES, LLC. | 26-1370698 | — |
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 |
| $17K |
| — |
